Stock ownership · SEC 13F · Q3 2025

FIDELITY MSCI RL EST INDX

A breakdown of FIDELITY MSCI RL EST INDX's institutional base (CUSIP 316092857): the holders, the concentration among them, and what changed last quarter.

$4.5M
Reported value
3
Institutions
100%
Top-5 share

The verdict

$4.5M of FIDELITY MSCI RL EST INDX is reported by 3 institutions as of Q3 2025; ownership is held overwhelmingly by a small core of institutions.

3
institutions hold it
$4.5M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$4.5M

Institutional 13F value

Institutions

3

Reporting holders

Top-5 concentration

100%

Held by 5 largest

New buyers

3

Opened Q3 2025

Concentrated ownership

Top-5 holder concentration

0%100%100%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q3 2025
Largest institutional holders of FIDELITY MSCI RL EST INDX
  1. 1
  2. 2
  3. 3

Top 3 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a FIDELITY MSCI RL EST INDX position has held steady from 3 to 3 over the last 6 quarters of 13F filings.

0.511.522.533.5 Q1'24Q3'24Q4'24Q1'25Q2'25Q3'25 3
Distinct 13F filers holding FIDELITY MSCI RL EST INDX, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Opes Wealth Management LLC 124,277 $3.5M 76.4%
2 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 33,419 $929K 20.5%
3 CIBC Private Wealth Group LLC 5,000 $139K 3.1%

Latest Quarter Activity · Q3 2025

What the data says about FIDELITY MSCI RL EST INDX

A handful of institutions account for most of the reported institutional float here.

  • See how FIDELITY MSCI RL EST INDX's holder count and reported value have shifted quarter over quarter. Biggest movers
  • Check where this stock ranks among the most widely held names before treating one position as a signal. Most-held stocks
  • Review the gaps in 13F reporting before drawing conclusions from it. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold FIDELITY MSCI RL EST INDX?
FIDELITY MSCI RL EST INDX is held by 3 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of FIDELITY MSCI RL EST INDX?
Institutions report $4.5M of FIDELITY MSCI RL EST INDX as of Q3 2025.
How concentrated is ownership of FIDELITY MSCI RL EST INDX?
The top five institutional holders account for 100% of the reported institutional value in FIDELITY MSCI RL EST INDX, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of FIDELITY MSCI RL EST INDX?
Opes Wealth Management LLC is the largest reported holder of FIDELITY MSCI RL EST INDX with $3.5M across 124,277 shares as of Q3 2025.
Where does this FIDELITY MSCI RL EST INDX data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.