FREL — FIDELITY MSCI RL EST INDX
As of Q2 2026, 11 SEC-registered investment managers reported holding FREL (FIDELITY MSCI RL EST INDX) in their latest 13F filings, with a combined reported value of $338.16M across 11.54M shares. That is -3.7% by share count (-441.58K shares) versus the previous quarter, while reported value moved +4.9%. Ownership is concentrated: the five largest holders account for 99.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 6 added to existing stakes, 2 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 10.47M | $306.89M | 0.02% | Add |
| PNC Financial Services history | Q2 2026 | 635.61K | $18.62M | 0.01% | Reduce |
| Two Sigma Investments history | Q1 2026 | 575.00K | $15.47M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 188.78K | $5.53M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 82.18K | $2.41M | 0.00% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 40.33K | $1.18M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 31.88K | $933.98K | 0.00% | Add |
| Citadel Advisors history | Q1 2026 | 32.10K | $863.81K | 0.00% | New |
| Wells Fargo & Co history | Q2 2026 | 28.87K | $846.02K | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 25.56K | $748.85K | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 24.76K | $738.58K | 0.00% | New |
| Marshall Wace history | Q1 2022 | 22.46K | $727.00K | 0.00% | New |
| BNY Mellon history | Q4 2025 | 19.11K | $514.00K | 0.00% | Add |
| Goldman Sachs Group history | Q4 2025 | 17.49K | $470.39K | 0.00% | New |
| Northern Trust Corp history | Q3 2025 | 12.95K | $360.22K | 0.00% | Reduce |
| Prudential Financial history | Q2 2023 | 10.29K | $258.31K | 0.00% | Add |
| Polen Capital Management history | Q2 2026 | 8.67K | $254.10K | 0.00% | New |
| AQR Capital Management history | Q4 2025 | 8.14K | $218.94K | 0.00% | Add |
| Franklin Resources history | Q1 2025 | 784 | $21.54K | 0.00% | Hold |
| Deutsche Bank AG history | Q4 2025 | 756 | $20.33K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 24.76K sh · $738.58K
- Polen Capital Management 8.67K sh · $254.10K
- BlackRock Inc 129 sh · $3.78K
Fully Exited (vs previous quarter)
- Two Sigma Investments sold 575.00K sh · $15.47M
- Citadel Advisors sold 32.10K sh · $863.81K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 23.67K | 29.04K | 27.49K | 38.95K | 33.62K | 32.56K | 40.33K | 30.38K | 27.24K | 21.32K | 28.81K | 28.18K | 31.36K | 36.59K | 28.27K | 41.93K | 32.51K | 40.39K | 10.27M | 10.47M |
| PNC Financial Services | 21.94M | 22.87M | 19.55M | 19.20M | 19.17M | 18.20M | 6.97M | 3.20M | 2.49M | 1.74M | 1.64M | 1.49M | 1.35M | 1.31M | 1.22M | 1.12M | 1.03M | 861.23K | 701.03K | 635.61K |
| Morgan Stanley | 103.78K | 133.93K | 134.55K | 164.32K | 150.93K | 173.80K | 187.81K | 150.47K | 147.09K | 111.54K | 115.55K | 120.03K | 125.51K | 138.13K | 158.02K | 153.68K | 158.36K | 166.63K | 181.65K | 188.78K |
| UBS Group AG | 59.76K | 73.50K | 71.39K | 85.47K | 87.72K | 81.34K | 90.70K | 87.09K | 67.88K | 67.00K | 68.46K | 68.29K | 79.09K | 98.54K | 128.29K | 98.29K | 100.58K | 81.43K | 145.02K | 82.18K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | 10.69K | 24.26K | — | — | — | — | — | 15.88K | 13.25K | 40.33K |
| Fidelity Management & Research (FMR) | 8.39K | 9.46K | 14.60K | 12.13K | 5.83K | 909 | 1.76K | 2.17K | 1.58K | 1.49K | 9.79K | 3.81K | 3.15K | 5.25K | 5.54K | 5.89K | 8.09K | 7.93K | 15.31K | 31.88K |
| Wells Fargo & Co | 53.33K | 53.07K | 46.87K | 50.80K | 56.32K | 49.32K | 23.23K | 22.02K | 25.22K | 20.28K | 20.07K | 20.93K | 19.18K | 21.38K | 16.83K | 25.82K | 25.90K | 39.72K | 26.54K | 28.87K |
| Citigroup Inc | — | — | — | 141 | — | 202 | — | — | 317 | 378 | 934 | 9.65K | 13.47K | 15.01K | 17.54K | 16.97K | 16.44K | 16.91K | 23.95K | 25.56K |
| JPMorgan Chase & Co | 974 | 1.06K | 102 | 5 | 840 | 70.86K | 52.78K | 51.79K | 55.20K | 87.77K | 84.58K | 50.24K | 45.90K | 48.16K | 42.64K | 56.98K | 33.80K | 36.21K | — | 24.76K |
| Polen Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 8.67K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 129 |
| Citadel Advisors | 16.37K | — | — | 55.62K | 91.03K | 107.25K | 79.42K | 66.78K | 39.52K | 69.17K | — | 22.61K | 73.13K | 47.71K | 12.40K | 33.09K | — | — | 32.10K | — |
| Goldman Sachs Group | 34.33K | 35.12K | 81.78K | 64.64K | 102.69K | 33.87K | 94.68K | 50.54K | — | 94.64K | 108.10K | 22.24K | — | — | — | — | — | 17.49K | — | — |
| Deutsche Bank AG | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 756 | — | — |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 314.90K | 575.00K | — |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | 7.68K | 7.68K | — | 7.68K | 7.68K | 7.68K | 7.68K | 8.09K | 8.14K | — | — |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 51.66K | 10.51K | 10.96K | 19.11K | — | — |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 22.51K | 15.70K | 12.95K | — | — | — |
| Renaissance Technologies | 18.20K | 25.40K | — | — | 14.30K | 11.30K | — | — | — | — | 10.60K | — | — | — | — | — | — | — | — | — |
| Franklin Resources | 911 | 1.69K | 1.69K | 1.69K | 1.56K | 1.56K | 1.56K | 1.56K | 1.56K | 1.56K | 784 | 784 | 784 | 784 | 784 | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details