Fidelity Real Estate InvestFPROETF

13F holders, Q4 2025 (December 31)
8holders −1
1new positions
1sold out
1famous investor
$22.30avg. 13F price*

At the end of Q4 2025, 8 institutions reported holding Fidelity Real Estate Invest (FPRO) in their 13F filings, down 1 from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Citadel Advisors ($460K), Rwa Wealth Partners, LLC ($444K) and Farther Finance Advisors, LLC ($21K). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions1$21K
Exits1$15K

All 13F filers, Q3 2025 → Q4 2025: 9,154 shares bought and 4,476 shares sold, net +4,678 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Citadel Advisors 0.00% Add +66.0% 20,656 $460K
Rwa Wealth Partners, LLC 0.00% No change 19,910 $444K
Farther Finance Advisors, LLC 0.00% New 940 $21K
Cwm, LLC 0.00% Add +0.4% 252 $6K
Clarity Asset Management, Inc. 0.00% Add +0.8% 241 $5K
Osaic Holdings, Inc. 0.00% No change 155 $3K
UBS Group AG 0.00% Reduce -99.3% 21 $468
Morgan Stanley 0.00% Reduce -99.8% 1 $43

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