Fidelity Real Estate InvestFPROETF

13F holders, Q3 2025 (September 30)
9holders −4
0new positions
4sold out
1famous investor
$22.57avg. 13F price*

At the end of Q3 2025, 9 institutions reported holding Fidelity Real Estate Invest (FPRO) in their 13F filings, down 4 from Q2 2025. 0 opened new positions and 4 sold out. The largest holders were Rwa Wealth Partners, LLC ($449K), Citadel Advisors ($281K) and UBS Group AG ($68K). 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

051015 Q1 2024: 6Q1 2024Q2 2024: 5Q2 2024Q3 2024: 6Q3 2024Q4 2024: 7Q4 2024Q1 2025: 7Q1 2025Q2 2025: 13Q2 2025Q3 2025: 9Q3 2025Q4 2025: 8Q4 2025Q1 2026: 7Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions0$0
Exits4$347K

All 13F filers, Q2 2025 → Q3 2025: 919 shares bought and 16,689 shares sold, net −15,770 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

Rwa Wealth Partners, LLC 0.01% No change 19,910 $449K
Citadel Advisors 0.00% Reduce -9.3% 12,445 $281K
UBS Group AG 0.00% Add +11.8% 3,035 $68K
Ameritas Advisory Services, LLC 0.00% No change 650 $15K
Morgan Stanley 0.00% Add +59600.0% 597 $13K
Cwm, LLC 0.00% Add +0.8% 251 $6K
Clarity Asset Management, Inc. 0.00% Add +0.4% 239 $5K
AE Wealth Management LLC 0.00% No change 216 $5K
Osaic Holdings, Inc. 0.00% No change 155 $4K

"% of holder's portfolio" is FPRO's weight in each manager's 13F, not the share of Fidelity Real Estate Invest the manager owns.