Form D · REITS and Finance
Fidelity Core Real Estate Fund
Boston, MA · CIK 0001953520
Offering snapshot reported Aug 26, 2026 · SEC filing
- Reported sold
- $391M Indefinite offering
- Investors reported
- 2,238 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Feb 1, 2023 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$316,897,781 → $391,002,884
- Reported investors2,153 → 2,238
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 26, 2026 | Amendment | $391,002,884 | $74,105,103vs Jan 26, 2026 | 2,238 | SEC filing |
| Jan 26, 2026 | Amendment | $316,897,781 | No comparison | 2,153 | SEC filing |
| Jan 27, 2025 | Amendment | $220,057,705 | $65,662,574vs Jan 29, 2024 | 1,756 | SEC filing |
| Jan 29, 2024 | Amendment | $154,395,131 | No comparison | 1,614 | SEC filing |
| Jan 31, 2023 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-472220
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Fidelity Distributors Company LLC | 17507 | |
| Fidelity Brokerage Services LLC | 7784 | |
| iCapital Markets LLC | 118219 | |
| CAIS Capital LLC | 154512 |
Source: Form D, filed Aug 26, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Heather Bonner | Executive |
| Christina Erickson | Executive |
| N/A Fidelity Cret Trustee Llc | Director |
| Simon Fisk | Director, Executive |
| Ellen Hall | Director, Executive |
| Karen R Korn | Director, Executive |
| Vishal Sheth | Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
245 Summer Street
Boston, MA, 02210
Boston, MA, 02210