Global X Superdividend REITSRETETF

13F holders, Q2 2025 (June 30)
30holders −5
3new positions
8sold out
$21.17avg. 13F price*

At the end of Q2 2025, 30 institutions reported holding Global X Superdividend REIT (SRET) in their 13F filings, down 5 from Q1 2025. 3 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($9.2M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($6.9M) and Bank of America Corp. ($1.7M).

Company
Global X Superdividend REIT
CUSIP
37960A651
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 34Q1 2024Q2 2024: 29Q2 2024Q3 2024: 32Q3 2024Q4 2024: 33Q4 2024Q1 2025: 35Q1 2025Q2 2025: 30Q2 2025Q3 2025: 34Q3 2025Q4 2025: 35Q4 2025Q1 2026: 36Q1 2026Q2 2026: 40Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions3$182K
Exits8$921K

All 13F filers, Q1 2025 → Q2 2025: 103,057 shares bought and 227,707 shares sold, net −124,650 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

LPL Financial LLC 0.00% Add +8.9% 432,435 $9.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +9.9% 326,851 $6.9M
Bank of America Corp. 0.00% Add +0.8% 79,551 $1.7M
Morgan Stanley 0.00% Add +2.9% 66,104 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.6% 49,732 $1.1M
SBI Securities Co., Ltd. 0.03% Add +0.6% 49,480 $1.0M
Stratos Wealth Partners, LTD. 0.01% Reduce -0.0% 44,233 $936K
Sigma Planning Corp 0.02% Add +99.3% 28,890 $611K
Osaic Holdings, Inc. 0.00% Reduce -6.9% 27,248 $577K
UBS Group AG 0.00% Reduce -86.3% 24,699 $523K
Investors Research Corp 0.10% Reduce -0.3% 23,634 $500K
Janney Montgomery Scott LLC 0.00% Add +7.5% 17,778 $376K
Advyzon Investment Management, LLC 0.07% Add +30.1% 15,757 $333K
MML Investors Services, LLC 0.00% Add +29.4% 14,160 $300K
Susquehanna International Group, LLP 0.00% Reduce -65.3% 13,949 $295K
HighTower Advisors, LLC 0.00% No change 9,889 $209K
Global Retirement Partners, LLC 0.00% — 7,835 $166K
Raymond James Financial Inc. 0.00% New 7,401 $157K
Royal Bank of Canada 0.00% Add +141.8% 6,008 $127K
AE Wealth Management LLC 0.00% Add +30.6% 3,529 $75K
Crews Bank & Trust 0.01% No change 3,180 $67K
Founders Financial Alliance, LLC 0.01% Add +1.9% 2,087 $44K
Ameritas Advisory Services, LLC 0.00% New 1,210 $26K
Cwm, LLC 0.00% No change 630 $13K
National Bank of Canada 0.00% No change 504 $11K
Qube Research & Technologies Ltd 0.00% No change 301 $6K
Farther Finance Advisors, LLC 0.00% No change 168 $4K
IFP Advisors, Inc 0.00% Reduce -38.4% 106 $2K
FMR LLC 0.00% Reduce -2.2% 44 $940
Northwestern Mutual Wealth Management Co. 0.00% New 2 $42

"% of holder's portfolio" is SRET's weight in each manager's 13F, not the share of Global X Superdividend REIT the manager owns.