Fidelity Real Estate InvestFPROETF
13F holders, Q1 2026 (March 31)7holders −1
1new positions
2sold out
$22.85avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding Fidelity Real Estate Invest (FPRO) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 2 sold out. The largest holders were Rwa Wealth Partners, LLC ($455K), Sunbelt Securities, Inc. ($85K) and Farther Finance Advisors, LLC ($22K).
- Company
- Fidelity Real Estate Invest
- CUSIP
- 316092311
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $85K |
| Exits | 2 | $466K |
All 13F filers, Q4 2025 → Q1 2026: 3,837 shares bought and 21,012 shares sold, net −17,175 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Rwa Wealth Partners, LLC | 0.01% | No change | 19,910 | $455K |
| Sunbelt Securities, Inc. | 0.01% | New | 3,700 | $85K |
| Farther Finance Advisors, LLC | 0.00% | No change | 940 | $22K |
| Cwm, LLC | 0.00% | Add +0.8% | 254 | $6K |
| UBS Group AG | 0.00% | Add +642.9% | 156 | $4K |
| Osaic Holdings, Inc. | 0.00% | Reduce -74.2% | 40 | $914 |
| Morgan Stanley | 0.00% | No change | 1 | $41 |
"% of holder's portfolio" is FPRO's weight in each manager's 13F, not the share of Fidelity Real Estate Invest the manager owns.