Holdings of Fidelity Real Estate Investment Portfolio
Fidelity Select Portfolios · 43 declared positions · as of Apr 30, 2026
Original filing · Net assets 3.3B $ · Ten largest lines: 59.1 % of the equity sleeve
Country breakdown
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value (USD) | Share |
|---|---|---|---|
| US | 43 | 3.3B $ | 100.00 % |
Sector breakdown is published in no regulatory filing: neither Form N-PORT nor the LEI reference data carries an activity code. It is absent rather than estimated.
Positions
| Company | Shares | Value (USD) | Weight |
|---|---|---|---|
| Prologis Inc | 2,192,414 | 311.4M $ | 9.51 % |
| Equinix Inc | 281,577 | 304.9M $ | 9.31 % |
| American Tower Corp | 1,512,557 | 276.4M $ | 8.44 % |
| Welltower Inc | 1,265,655 | 275.1M $ | 8.40 % |
| Digital Realty Trust Inc | 725,612 | 145.8M $ | 4.45 % |
| Simon Property Group Inc | 715,500 | 145.8M $ | 4.45 % |
| Kimco Realty Corp | 5,658,833 | 133.8M $ | 4.09 % |
| NNN REIT Inc | 2,581,789 | 113.1M $ | 3.45 % |
| CBRE Group Inc | 761,258 | 108.7M $ | 3.32 % |
| Public Storage | 356,786 | 107.9M $ | 3.30 % |
| UDR Inc | 2,893,575 | 105.2M $ | 3.21 % |
| Ventas Inc | 1,188,038 | 104.4M $ | 3.19 % |
| STAG Industrial Inc | 2,660,645 | 102.6M $ | 3.13 % |
| Equity Residential | 1,386,894 | 90.7M $ | 2.77 % |
| Iron Mountain Inc | 684,752 | 86.3M $ | 2.63 % |
| Realty Income Corp | 1,213,200 | 77.9M $ | 2.38 % |
| American Homes 4 Rent | 1,838,717 | 58.5M $ | 1.79 % |
| SBA Communications Corp | 229,883 | 50.9M $ | 1.55 % |
| Urban Edge Properties | 2,202,208 | 48.3M $ | 1.47 % |
| Invitation Homes Inc | 1,569,691 | 45.2M $ | 1.38 % |
| Jones Lang LaSalle Inc | 140,667 | 44.8M $ | 1.37 % |
| Terreno Realty Corp | 588,392 | 38.4M $ | 1.17 % |
| Weyerhaeuser Co | 1,554,122 | 38.1M $ | 1.16 % |
| Sun Communities Inc | 282,774 | 36.1M $ | 1.10 % |
| Camden Property Trust | 340,519 | 35.8M $ | 1.09 % |
| Regency Centers Corp | 431,548 | 33.6M $ | 1.03 % |
| CoStar Group Inc | 954,569 | 33M $ | 1.01 % |
| Healthpeak Properties Inc | 1,836,600 | 29.7M $ | 0.91 % |
| Phillips Edison & Co Inc | 700,026 | 28.1M $ | 0.86 % |
| Four Corners Property Trust Inc | 1,070,705 | 27.4M $ | 0.84 % |
| CubeSmart | 670,920 | 27.2M $ | 0.83 % |
| Tanger Inc | 681,878 | 25.3M $ | 0.77 % |
| Macerich Co/The | 1,094,936 | 23.8M $ | 0.73 % |
| Zillow Group Inc | 454,115 | 20.2M $ | 0.62 % |
| Compass Inc | 2,509,287 | 19M $ | 0.58 % |
| Extra Space Storage Inc | 125,258 | 18M $ | 0.55 % |
| Americold Realty Trust Inc | 1,465,501 | 17.9M $ | 0.55 % |
| Lamar Advertising Co | 102,869 | 14.2M $ | 0.43 % |
| Acadia Realty Trust | 601,156 | 13M $ | 0.40 % |
| FrontView REIT Inc | 703,529 | 12.5M $ | 0.38 % |
| InvenTrust Properties Corp | 325,338 | 10.4M $ | 0.32 % |
| Curbline Properties Corp | 340,550 | 9.4M $ | 0.29 % |
| NATIONAL HEALTHCARE PROPERTIES INC | 482,500 | 6.2M $ | 0.19 % |