FIDELITY MSCI RL EST INDX FREL
$29.79
+1.2% 52w: $25.91 – $29.97
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data25.9127.9429.97
Jun 20, 2025 Jul 2, 2026
Institutional holders
203
-11 QoQ
13F value
$773.6M
+50.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FREL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 10.3M | $276.3M | 0.0% | +25321.8% |
| Lido Advisors, LLC | Wealth advisor | 1.2M | $31.2M | 0.1% | -13.4% |
| CITIZENS & NORTHERN CORP | Wealth advisor | 1.1M | $30.1M | 7.5% | +3.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 963.3K | $25.9M | 0.0% | +17.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 850.4K | $22.9M | 0.0% | +4.2% |
| Black Diamond Financial, LLC | Wealth advisor | 827.3K | $22.3M | 2.4% | +9.9% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 701.0K | $18.9M | 0.0% | -18.6% |
| TRUEFG, LLC | Wealth advisor | 691.6K | $18.6M | 4.9% | +3.9% |
| MAI Capital Management | Wealth advisor | 690.0K | $18.6M | 0.1% | +13.7% |
| LPL Financial LLC | Bank broker | 588.4K | $15.8M | 0.0% | +41.0% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 575.0K | $15.5M | 0.0% | +82.6% |
| Riverpoint Wealth Management Holdings, LLC | Wealth advisor | 555.9K | $15.0M | 3.2% | +5.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 552.9K | $14.9M | 0.0% | +3.8% |
| Pure Financial Advisors, LLC | Wealth advisor | 386.7K | $10.4M | 0.1% | -2.8% |
| Cetera Investment Advisers | Wealth advisor | 377.8K | $10.2M | 0.0% | -12.3% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 329.7K | $9.5M | 0.2% | +49.4% |
| Payne Capital Management, LLC | Wealth advisor | 312.3K | $8.4M | 2.5% | +4.9% |
| Marotta Asset Management | Wealth advisor | 252.6K | $6.8M | 1.3% | +16.1% |
| AE Wealth Management LLC | Wealth advisor | 247.2K | $6.7M | 0.0% | -84.7% |
| Rehmann Capital Advisory Group | Wealth advisor | 240.2K | $6.5M | 0.3% | +3.6% |
| Heck Capital Advisors, LLC | Wealth advisor | 235.9K | $6.3M | 0.5% | 0.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 234.3K | $6.3M | 0.0% | -11.4% |
| Pasadena Private Wealth, LLC | Wealth advisor | 220.6K | $5.9M | 0.8% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 215.7K | $5.8M | 0.0% | -7.5% |
| AGF MANAGEMENT LTD | Other | 213.4K | $5.7M | 0.0% | +1.4% |
| Creative Planning | Wealth advisor | 212.1K | $5.7M | 0.0% | -5.5% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 208.8K | $5.6M | 0.2% | +1.9% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | Wealth advisor | 199.7K | $5.4M | 2.6% | -0.5% |
| MORGAN STANLEY | Bank broker | 181.6K | $4.9M | 0.0% | +9.0% |
| Townsend Financial Planning, LLC | Wealth advisor | 171.3K | $4.6M | 4.5% | +1.8% |
| RFG Advisory, LLC | Wealth advisor | 160.7K | $4.3M | 0.1% | +5.3% |
| Physician Wealth Advisors, Inc. | Wealth advisor | 159.9K | $4.3M | 0.6% | -0.2% |
| HighTower Advisors, LLC | Diversified mechanical | 155.9K | $4.2M | 0.0% | +6.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 149.0K | $4.0M | 0.0% | +7.1% |
| UBS Group AG | Bank broker | 145.0K | $3.9M | 0.0% | +78.1% |
| Essential Planning, LLC. | Wealth advisor | 134.9K | $3.6M | 1.2% | +0.9% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 134.4K | $3.6M | 0.0% | +1.2% |
| Opes Wealth Management LLC | Wealth advisor | 133.8K | $3.6M | 0.6% | +4.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 126.2K | $3.4M | 0.0% | +7.9% |
| Mariner, LLC | Diversified mechanical | 124.7K | $3.4M | 0.0% | +126.0% |
| Prospect Financial Group LLC | Wealth advisor | 117.0K | $3.1M | 2.9% | +3.8% |
| SigFig Wealth Management, LLC | Wealth advisor | 114.6K | $3.1M | 0.1% | -1.3% |
| Independent Solutions Wealth Management, LLC | Wealth advisor | 114.3K | $3.1M | 0.5% | +1.3% |
| ROYAL BANK OF CANADA | Bank broker | 104.5K | $2.8M | 0.0% | -5.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 97.3K | $2.6M | 0.0% | +12.3% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 92.5K | $2.5M | 0.0% | -7.6% |
| SACHEM HILL LLC | Wealth advisor | 90.6K | $2.4M | 0.5% | +2.0% |
| Livet Wealth, LLC | Wealth advisor | 87.2K | $2.3M | 1.5% | +5.8% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | Wealth advisor | 81.7K | $2.2M | 0.2% | +6.7% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 79.2K | $2.1M | 0.0% | +81.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.