Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / MSCI RL EST ETF
-
Total 13F shares
-
2,169,871
-
Share change
-
+41,861
-
Total reported value
-
$58,062,555
-
Price per share
-
$26.89
-
Number of holders
-
39
-
Value change
-
+$1,128,919
-
Number of buys
-
23
-
Number of sells
-
11
Institutional Holders of FIDELITY COVINGTON TRUST - MSCI RL EST ETF (FREL) as of Q4 2025
As of 31 Dec 2025,
FIDELITY COVINGTON TRUST - MSCI RL EST ETF (FREL) was held by
39 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,169,871 shares.
The largest 10 holders included
TRUEFG, LLC, Heck Capital Advisors, LLC, Marotta Asset Management, Dynamic Advisor Solutions LLC, Essential Planning, LLC., SigFig Wealth Management, LLC, PARK AVENUE SECURITIES LLC, HF Advisory Group, LLC, Birchcreek Wealth Management, LLC, and Beaumont Financial Advisors, LLC.
This page lists
39
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.