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Fidelity Real Estate Invest (FPRO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Mosley Wealth Management
NEW
Shares900
Change+900
Value$21.2K
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares598 from 940
Change-342 (-36%)
Value$13.8K (-$9.5K)
Filed 2026-10-08
Assetmark, Inc
DECREASED
Shares256 from 446
Change-190 (-43%)
Value$5.9K (-$5.1K)
Filed 2026-10-21
Canal Capital Management, LLC
CLOSED
Shares0 from 49,332
Change-49,332 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-10
RWA Wealth Partners, LLC
N/A
Shares— from 19,910
Change-19,910 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,899
Change-12,899 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 300
Change-300 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Mosley Wealth Management
NEW900—+900——$21.2K—2026-10-16
Farther Finance Advisors, LLC
DECREASED598940-342-36%$23.3K$13.8K-$9.5K2026-10-08
Assetmark, Inc
DECREASED256446-190-43%$11.1K$5.9K-$5.1K2026-10-21
Canal Capital Management, LLC
CLOSED049,332-49,332-100%$1.2M$0-$1.2M2026-11-10
RWA Wealth Partners, LLC
N/A—19,910-19,910-100%$494.1K———
Susquehanna International Group, LLP
N/A—12,899-12,899-100%$320.1K———
JPMorgan Chase & Co
N/A—300-300-100%$7.6K———
Morgan Stanley
N/A—1-1-100%$35———
AE Wealth Management LLC
N/A—00—$20———
Showing 9 of 9 institutions