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Fidelity Investments

Fidelity Investments

Lender

Member since November 2024

Website
Website

$272M

Volume

$169M

Sold

$104M

Financed

2

Closed

552K sf

Area
AI SummaryBeta

Fidelity Investments specializes in industrial properties, recently closing 5 deals, including a $100M acquisition of an industrial asset and a $31M purchase of Shaw's Grocery Store. The firm has managed a volume of $272M, with notable financing activities as well.

AI-generated from Traded deal data. May contain errors.

About

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 77 years, Fidelity employs more than 74,000 associates with its headquarters in Boston and a global presence spanning nine countries across North America, Europe, Asia and Australia.

Top Deals

SOLD
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Affiliate Of Fidelity Investments Purchases Industrial Asset From Tucker Kelton And Partners For $100M
Massachusetts | Industrial | PPSF: $420
Tucker Kelton
Merrick Kleeman
Jonathan Paul
05/04/2026
FINANCED
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Synergy Construction & Development Secures $92 Million Loan For Yorktown Center Development In Lombard
Illinois | Development Site
Frank Montalto
11/14/2024
SOLD
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Fidelity Investments Acquires Industrial Property In Kannapolis From Trinity Capital Advisors For $37.75M
North Carolina | Industrial | PPSF: $190
12/09/2025
SOLD
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Fidelity Investments Affiliate Acquires Shaw's Grocery Store In Worcester For $31M With NorthMarq
Massachusetts | Retail | PPSF: $464
JD
Zachary (Zach) Pool
03/18/2026
FINANCED
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Fidelity Investments Provides $11.5 Million Loan For Retail Asset In Clifton New Jersey
New Jersey | Retail | PPSF: $236
Ryan Carroll
Christian Badalamenti
Nazario Paragano
01/30/2026

Focus

Development Site

Loan

Markets

Headquarters

155 Congress Street, Boston, MA 02110

On the web

Website

Instagram

LinkedIn

Facebook

Twitter

FAQs

Fidelity Investments has financed 2 deals.

Fidelity Investments's most recent deal was on January 30, 2026.

Fidelity Investments's largest deals include a loan of $92,000,000.00 for 203 Yorktown Center Drive.
Member since: November 2024

Deals

SOLD

Affiliate Of Fidelity Investments Purchases Industrial Asset From Tucker Kelton And Partners For $100M

$420/SF

800 Salem Street, Wilmington, MA

MACRE
Tucker Kelton
Merrick Kleeman
Jonathan Paul
May 4, 2026
SOLD

Fidelity Investments Affiliate Acquires Shaw's Grocery Store In Worcester For $31M With NorthMarq

$464/SF

14 West Boylston Street, Worcester, MA

MACRE
JD
Zachary (Zach) Pool
Mar 18, 2026
FINANCED

Fidelity Investments Provides $11.5 Million Loan For Retail Asset In Clifton New Jersey

$236/SF

1030 Us Route 46, Clifton, NJ

NJCRE
Ryan Carroll
Christian Badalamenti
Nazario Paragano
Jan 30, 2026
SOLD

Fidelity Investments Acquires Industrial Property In Kannapolis From Trinity Capital Advisors For $37.75M

$190/SF

6255 Shumard St, Concord, NC

NCCRE
Dec 9, 2025