Fidelity Real Estate InvestFPROETF
13F holders, Q2 2025 (June 30)13holders +6
6new positions
0sold out
1famous investor
$22.54avg. 13F price*
At the end of Q2 2025, 13 institutions reported holding Fidelity Real Estate Invest (FPRO) in their 13F filings, up 6 from Q1 2025. 6 opened new positions and 0 sold out. The largest holders were Rwa Wealth Partners, LLC ($449K), Commonwealth Equity Services, LLC ($332K) and Citadel Advisors ($309K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Real Estate Invest
- CUSIP
- 316092311
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $41K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 1,809 shares bought and 40,859 shares sold, net −39,050 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Rwa Wealth Partners, LLC | 0.01% | No change | 19,910 | $449K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -19.6% | 14,738 | $332K |
| Citadel Advisors | 0.00% | Reduce -4.6% | 13,724 | $309K |
| UBS Group AG | 0.00% | Reduce -12.7% | 2,715 | $61K |
| Ameritas Advisory Services, LLC | 0.00% | New | 650 | $15K |
| Raymond James Financial Inc. | 0.00% | New | 500 | $11K |
| Cwm, LLC | 0.00% | New | 249 | $6K |
| Clarity Asset Management, Inc. | 0.00% | New | 238 | $5K |
| AE Wealth Management LLC | 0.00% | Reduce -99.4% | 216 | $5K |
| Osaic Holdings, Inc. | 0.00% | No change | 155 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | New | 100 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 72 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $35 |
"% of holder's portfolio" is FPRO's weight in each manager's 13F, not the share of Fidelity Real Estate Invest the manager owns.