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Global X SuperDividend REIT ETF (SRET) Institutional Ownership

Global X SuperDividend REIT ETF logo
$20.58 -0.03 (-0.15%)
As of 04/30/2025 03:33 PM Eastern
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Institutional Ownership Changes (13F Filings) for Global X SuperDividend REIT ETF (NASDAQ:SRET)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$9.85M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.25M
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SRET Institutional Buying and Selling by Quarter

Global X SuperDividend REIT ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Stratos Wealth Partners LTD.44,246$938K0.0%+1.7%0.504%
4/8/2025 Investors Research Corp23,703$503K0.1%-6.2%0.268%
3/17/2025 Wealth Enhancement Advisory Services LLC50,372$1.01M0.0%N/A0.569%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.299,961$6.00M0.0%-2.8%3.386%
2/17/2025Bank of America Corp DE59,136$1.18M0.0%+22.7%0.667%
2/14/2025Jane Street Group LLC21,749$435K0.0%+13.3%0.245%
2/11/2025LPL Financial LLC364,064$7.29M0.0%-7.6%4.109%
2/7/2025Founders Financial Alliance LLC3,515$70K0.0%-18.7%0.040%
2/6/2025SBI Securities Co. Ltd.47,038$941K0.0%N/A0.531%
1/27/2025Stratos Wealth Partners LTD.43,494$870K0.0%-2.0%0.491%
1/23/2025 Crews Bank & Trust3,180$64K0.0%N/A0.036%
1/17/2025 Janney Montgomery Scott LLC16,625$333K0.0%+79.2%0.166%
11/15/2024MML Investors Services LLC12,393$279K0.0%N/A0.120%
11/15/2024Jane Street Group LLC19,203$432K0.0%-64.1%0.186%
11/15/2024HighTower Advisors LLC9,890$222K0.0%N/A0.096%
10/8/2024Axiom Advisory LLC17,874$384K0.0%+3.9%0.175%
8/26/2024Founders Financial Alliance LLC3,392$68K0.0%-18.6%0.033%
8/14/2024Bank of Montreal Can24,100$481K0.0%-56.3%0.231%
8/7/2024Daiwa Securities Group Inc.1,040,000$20.74M0.1%+28.4%9.981%
5/24/2024Cetera Advisors LLC78,098$1.60M0.0%N/A0.726%
5/24/2024Cetera Investment Advisers79,756$1.63M0.0%+33.4%0.741%
5/1/2024 Mirae Asset Global Investments Co. Ltd.339,792$7.13M0.0%+4.5%3.158%
2/9/2024Gladstone Institutional Advisory LLC10,441$231K0.0%N/A0.092%
2/6/2024Sykon Capital LLC9,186$203K0.1%N/A0.081%
1/24/2024 Mirae Asset Global Investments Co. Ltd.325,225$7.19M0.0%+1.4%2.865%
1/24/2024Stratos Wealth Partners LTD.46,848$1.04M0.0%-7.7%0.413%
1/16/2024Raymond James Financial Services Advisors Inc.10,141$224K0.0%N/A0.089%
11/13/2023LPL Financial LLC516,497$10.39M0.0%+1.4%4.430%
11/8/2023Atria Wealth Solutions Inc.14,590$293K0.0%-4.0%0.125%
11/1/2023Daiwa Securities Group Inc.810,000$16.29M0.1%+24.6%6.947%
10/26/2023 Mirae Asset Global Investments Co. Ltd.320,845$6.45M0.0%-1.0%2.752%
10/24/2023Stratos Wealth Partners LTD.50,781$1.02M0.0%-1.6%0.436%
10/11/2023 Ronald Blue Trust Inc.1,907$41K0.0%N/A0.017%
8/10/2023 Mirae Asset Global Investments Co. Ltd.324,130$6.96M0.0%-4.6%2.797%
8/10/2023Cetera Investment Advisers58,331$1.25M0.0%-24.7%0.503%
8/3/2023Atria Wealth Solutions Inc.15,193$326K0.0%+12.9%0.129%
8/2/2023Bank of Montreal Can2,253$49K0.0%N/A0.019%
7/31/2023LPL Financial LLC509,318$10.94M0.0%-4.5%4.331%
7/18/2023Stratos Wealth Partners LTD.51,619$1.11M0.0%+1.8%0.440%
5/10/2023Credit Suisse AG161,342$3.51M0.0%N/A1.298%
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5/10/2023LPL Financial LLC533,545$11.62M0.0%-1.2%4.292%
5/8/2023Sigma Planning Corp28,490$620K0.0%N/A0.229%
5/8/2023Global Retirement Partners LLC1,734$37K0.0%+47.2%0.014%
5/4/2023 Mirae Asset Global Investments Co. Ltd.339,792$7.40M0.0%+2.9%2.734%
4/27/2023Stratos Wealth Partners LTD.50,684$1.10M0.0%-4.3%0.403%
2/9/2023 Mirae Asset Global Investments Co. Ltd.330,237$7.16M0.0%-64.1%2.570%
2/8/2023Belpointe Asset Management LLC1,838$40K0.0%N/A0.014%
2/7/2023Commonwealth Equity Services LLC9,609$208K0.0%-68.0%0.075%
2/7/2023LPL Financial LLC539,988$11.71M0.0%-61.8%4.202%
2/7/2023 Envestnet Asset Management Inc.10,493$228K0.0%-43.8%0.082%
2/6/2023Daiwa Securities Group Inc.650,000$14.10M0.1%-66.7%5.058%
2/6/2023 Investors Research Corp26,537$576K0.2%-67.0%0.207%
11/15/2022Kinloch Capital LLC16,882$116K0.1%N/A0.042%
11/15/2022Flow Traders U.S. LLC70,132$482K0.0%+205.2%0.177%
11/3/2022Global Retirement Partners LLC3,500$25K0.0%+133.3%0.009%
10/27/2022 Sightline Wealth Advisors LLC20,383$141K0.2%N/A0.051%
10/25/2022Raymond James Financial Services Advisors Inc.14,020$96K0.0%-15.1%0.035%
10/14/2022Private Advisor Group LLC91,683$630K0.0%+291.2%0.229%
8/13/2022Flow Traders U.S. LLC22,976$185K0.0%N/A0.056%
8/12/2022LPL Financial LLC1,209,343$9.72M0.0%+10.4%2.965%
8/11/2022Wealthsource Partners LLC239,930$1.93M0.1%+6.1%0.588%
8/3/2022AE Wealth Management LLC20,128$162K0.0%+6.2%0.049%
8/2/2022Centaurus Financial Inc.15,411$124K0.0%-10.4%0.038%
7/26/2022 Mirae Asset Global Investments Co. Ltd.889,569$7.15M0.0%+9.9%2.168%
7/19/2022Commonwealth Equity Services LLC31,727$255K0.0%-54.8%0.077%
7/13/2022Private Advisor Group LLC23,435$188K0.0%-14.8%0.057%
6/2/2022 Mirae Asset Global Investments Co. Ltd.809,270$7.44M0.0%+6.0%1.935%
5/12/2022Founders Financial Alliance LLC87,771$807K0.4%+4.7%0.210%
5/11/2022Redwood Financial Network Corp10,338$95K0.1%N/A0.025%
5/10/2022 Mirae Asset Global Investments Co. Ltd.809,270$7.44M0.0%+6.0%1.935%
5/9/2022Northwestern Mutual Wealth Management Co.30,463$280K0.0%-26.1%0.073%
5/9/2022Wealthsource Partners LLC226,205$2.08M0.1%+13.8%0.541%
5/9/2022Qube Research & Technologies Ltd6,485$60K0.0%-46.7%0.016%
5/4/2022Advisor Group Holdings Inc.117,644$1.08M0.0%-9.7%0.281%
5/4/2022Commonwealth Equity Services LLC70,164$644K0.0%+93.4%0.168%
5/4/2022Gladstone Institutional Advisory LLC15,752$145K0.0%+8.0%0.038%
4/18/2022AE Wealth Management LLC18,957$174K0.0%+63.3%0.044%
4/13/2022 Investors Research Corp81,167$746K0.2%-4.2%0.190%
2/19/2022Wealthsource Partners LLC198,710$1.89M0.2%+4.7%0.448%
2/14/2022LPL Financial LLC1,057,932$10.07M0.0%-5.0%2.386%
2/14/2022IHT Wealth Management LLC37,956$361K0.0%+77.8%0.086%
2/10/2022Private Advisor Group LLC35,850$341K0.0%-4.8%0.081%
2/10/2022Qube Research & Technologies Ltd12,174$116K0.0%N/A0.027%
2/8/2022Bank of America Corp DE758,661$7.22M0.0%+3.5%1.711%
2/8/2022 Mirae Asset Global Investments Co. Ltd.763,420$7.28M0.0%+20.0%1.722%
2/4/2022 Envestnet Asset Management Inc.21,767$207K0.0%-46.3%0.049%
2/3/2022 Cambridge Investment Research Advisors Inc.19,168$182K0.0%-28.3%0.043%
2/3/2022Advisor Group Holdings Inc.130,230$1.24M0.0%-5.1%0.294%
2/3/2022Northwestern Mutual Wealth Management Co.41,240$393K0.0%+261.5%0.093%
2/1/2022Centaurus Financial Inc.31,481$300K0.0%+59.3%0.071%
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2/1/2022Qube Research & Technologies Ltd12,174$116K0.0%N/A0.027%
1/31/2022Commonwealth Equity Services LLC36,287$345K0.0%-7.8%0.082%
1/27/2022 Investors Research Corp84,759$807K0.2%-7.4%0.191%
1/26/2022 Sightline Wealth Advisors LLC75,237$720K0.6%-15.1%0.170%
1/21/2022Ahrens Investment Partners LLC5,860$56K0.0%N/A0.013%
1/20/2022TRU Independence Asset Management 2 LLC17,497$167K0.1%-8.1%0.039%
1/20/2022AE Wealth Management LLC11,609$111K0.0%+10.5%0.026%
1/14/2022Stratos Wealth Partners LTD.118,393$1.13M0.0%N/A0.267%
11/18/2021Wealthsource Partners LLC189,790$1.81M0.2%N/A0.422%
11/16/2021LPL Financial LLC1,113,907$10.59M0.0%+9.4%2.352%
(Data available from 1/1/2016 forward)

SRET Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SRET shares?

During the previous two years, 27 institutional investors and hedge funds held shares of Global X SuperDividend REIT ETF. The most heavily invested institutionals were Daiwa Securities Group Inc. ($20.74M), LPL Financial LLC ($7.29M), Mirae Asset Global Investments Co. Ltd. ($7.13M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($6.00M), Credit Suisse AG ($3.51M), Cetera Investment Advisers ($1.63M), and Cetera Advisors LLC ($1.60M).Learn more on SRET's institutional investors.

Which institutional investors have been buying Global X SuperDividend REIT ETF stock?

Of the 24 institutional investors that purchased Global X SuperDividend REIT ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Daiwa Securities Group Inc. ($390K), Credit Suisse AG ($161.34K), Cetera Advisors LLC ($78.10K), Wealth Enhancement Advisory Services LLC ($50.37K), SBI Securities Co. Ltd. ($47.04K), Mirae Asset Global Investments Co. Ltd. ($28.50K), and Sigma Planning Corp ($28.49K).

How much institutional buying is happening at Global X SuperDividend REIT ETF?

Institutional investors have bought a total of 895,845 shares in the last 24 months. This purchase volume represents approximately $22.82M in transactions.

Which Global X SuperDividend REIT ETF major shareholders have been selling company stock?

Of the 10 institutional investors that sold Global X SuperDividend REIT ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($60.82K), Jane Street Group LLC ($34.23K), Bank of Montreal Can ($30.99K), Cetera Investment Advisers ($19.12K), Mirae Asset Global Investments Co. Ltd. ($18.95K), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($8.80K), and Stratos Wealth Partners LTD. ($5.67K).

How much institutional selling is happening at Global X SuperDividend REIT ETF?

Institutional investors have sold a total of 182,309 shares in the last 24 months. This volume of shares sold represents approximately $3.98M in transactions.


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This page (NASDAQ:SRET) was last updated on 5/1/2025 by MarketBeat.com Staff
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