Global X SuperDividend REIT ETF (SRET) Institutional Ownership

$19.63
+0.07 (+0.36%)
(As of 03:59 PM ET)

Institutional Ownership Changes (13F Filings) for Global X SuperDividend REIT ETF (NASDAQ:SRET)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$12.97M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.83M
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SRET Institutional Buying and Selling by Quarter

Global X SuperDividend REIT ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/9/2024Gladstone Institutional Advisory LLC10,441$231K0.0%N/A0.092%
2/6/2024Sykon Capital LLC9,186$203K0.1%N/A0.081%
1/24/2024Mirae Asset Global Investments Co. Ltd.325,225$7.19M0.0%+1.4%2.865%
1/24/2024 Stratos Wealth Partners LTD.46,848$1.04M0.0%-7.7%0.413%
1/16/2024 Raymond 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%
10/26/2023Mirae Asset Global Investments Co. Ltd.320,845$6.45M0.0%-1.0%2.752%
10/24/2023 Stratos Wealth Partners LTD.50,781$1.02M0.0%-1.6%0.436%
10/11/2023Ronald Blue Trust Inc.1,907$41K0.0%N/A0.017%
8/10/2023Mirae 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%
7/18/2023 Stratos Wealth Partners LTD.51,619$1.11M0.0%+1.8%0.440%
5/10/2023Credit Suisse AG161,342$3.51M0.0%N/A1.298%
5/10/2023LPL Financial LLC533,545$11.62M0.0%-1.2%4.292%
5/8/2023Sigma Planning Corp28,490$620K0.0%N/A0.229%
5/8/2023 Global Retirement Partners LLC1,734$37K0.0%+47.2%0.014%
5/4/2023Mirae Asset Global Investments Co. Ltd.339,792$7.40M0.0%+2.9%2.734%
4/27/2023 Stratos Wealth Partners LTD.50,684$1.10M0.0%-4.3%0.403%
2/9/2023Mirae 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%
2/7/2023Envestnet 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%
2/6/2023Investors 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%
11/3/2022 Global Retirement Partners LLC3,500$25K0.0%+133.3%0.009%
10/27/2022 Sightline Wealth Advisors LLC20,383$141K0.2%N/A0.051%
10/25/2022 Raymond 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%
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8/2/2022Centaurus Financial Inc.15,411$124K0.0%-10.4%0.038%
7/26/2022Mirae 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%
6/2/2022Mirae 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%
5/10/2022Mirae 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%
4/13/2022Investors 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%
2/8/2022Mirae Asset Global Investments Co. Ltd.763,420$7.28M0.0%+20.0%1.722%
2/4/2022Envestnet 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%
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%
1/27/2022Investors 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%
1/14/2022 Stratos 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%
11/16/2021MML Investors Services LLC19,459$185K0.0%+55.8%0.041%
11/16/2021Beacon Pointe Advisors LLC10,244$97K0.0%N/A0.022%
11/15/2021Flow Traders U.S. LLC87,318$830K0.0%N/A0.184%
11/15/2021Founders Financial Alliance LLC79,589$757K0.4%+8.7%0.168%
11/12/2021Centaurus Financial Inc.19,758$188K0.0%-62.9%0.042%
11/10/2021HAP Trading LLC117,534$1.12M0.0%-12.5%0.248%
11/10/2021Citigroup Inc.94,501$899K0.0%+17.1%0.200%
11/5/2021TRU Independence Asset Management 2 LLC19,035$181K0.1%+68.3%0.040%
11/5/2021Daiwa Securities Group Inc.1,950,000$18.55M0.1%-44.6%4.093%
11/5/2021Advisor Group Holdings Inc.137,258$1.31M0.0%+17.1%0.288%
11/2/2021 Raymond James Financial Services Advisors Inc.29,204$278K0.0%+5.9%0.061%
11/1/2021AE Wealth Management LLC10,504$100K0.0%N/A0.022%
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10/29/2021Commonwealth Equity Services LLC39,352$374K0.0%-6.3%0.083%
10/28/2021Sigma Planning Corp69,864$664K0.0%+20.4%0.147%
10/25/2021 Sightline Wealth Advisors LLC88,581$842K0.7%-9.7%0.186%
10/19/2021Kestra Advisory Services LLC10,206$97K0.0%-10.2%0.021%
10/14/2021Private Advisor Group LLC37,647$358K0.0%+28.5%0.078%
8/16/2021Royal Bank of Canada210,809$2.08M0.0%+173.8%0.407%
8/16/2021MML Investors Services LLC12,487$124K0.0%-67.0%0.024%
8/13/2021Sigma Planning Corp58,036$574K0.0%+9.9%0.112%
8/13/2021LPL Financial LLC1,017,882$10.07M0.0%+15.0%1.964%
8/13/2021Qube Research & Technologies Ltd48,701$482K0.0%N/A0.094%
(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, 30 institutional investors and hedge funds held shares of Global X SuperDividend REIT ETF. The most heavily invested institutionals were Daiwa Securities Group Inc. ($16.29M), LPL Financial LLC ($10.39M), Mirae Asset Global Investments Co. Ltd. ($7.19M), Credit Suisse AG ($3.51M), Wealthsource Partners LLC ($1.93M), Cetera Investment Advisers ($1.25M), and Advisor Group Holdings Inc. ($1.08M).Learn more on SRET's institutional investors.

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

Of the 23 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: Mirae Asset Global Investments Co. Ltd. ($185.93K), Credit Suisse AG ($161.34K), Daiwa Securities Group Inc. ($160K), LPL Financial LLC ($121.05K), Flow Traders U.S. LLC ($70.13K), Private Advisor Group LLC ($68.25K), and Wealthsource Partners LLC ($41.22K).

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

Institutional investors have bought a total of 965,143 shares in the last 24 months. This purchase volume represents approximately $39.91M in transactions.

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

Of the 15 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: Daiwa Securities Group Inc. ($1.30M), LPL Financial LLC ($905.42K), Mirae Asset Global Investments Co. Ltd. ($607.47K), Commonwealth Equity Services LLC ($58.88K), Investors Research Corp ($53.85K), Cetera Investment Advisers ($19.12K), and Advisor Group Holdings Inc. ($12.59K).

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

Institutional investors have sold a total of 2,997,978 shares in the last 24 months. This volume of shares sold represents approximately $129.12M in transactions.


This page (NASDAQ:SRET) was last updated on 4/26/2024 by MarketBeat.com Staff

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