Global X Superdividend REITSRETETF

13F holders, Q4 2025 (December 31)
35holders +1
7new positions
6sold out
1famous investor
$21.78avg. 13F price*

At the end of Q4 2025, 35 institutions reported holding Global X Superdividend REIT (SRET) in their 13F filings, up 1 from Q3 2025. 7 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($10.3M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($8.2M) and D.A. Davidson & Co. ($5.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions7$6.2M
Exits6$566K

All 13F filers, Q3 2025 → Q4 2025: 418,492 shares bought and 30,859 shares sold, net +387,633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 35 holders

LPL Financial LLC 0.00% Add +9.5% 471,040 $10.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +2.7% 376,550 $8.2M
D.A. Davidson & Co. 0.03% New 244,240 $5.3M
Bank of America Corp. 0.00% Add +5.2% 184,454 $4.0M
Morgan Stanley 0.00% Add +10.9% 83,496 $1.8M
Susquehanna International Group, LLP 0.00% Add +71.5% 80,110 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.3% 48,388 $1.1M
SBI Securities Co., Ltd. 0.03% Reduce -4.8% 45,848 $998K
Stratos Wealth Partners, LTD. 0.01% Add +7.0% 44,407 $967K
Sigma Planning Corp 0.02% Add +16.9% 37,724 $821K
Jane Street Group, LLC 0.00% Add +179.5% 29,734 $647K
Citadel Advisors 0.00% New 29,135 $634K
Osaic Holdings, Inc. 0.00% Add +11.1% 26,847 $585K
Investors Research Corp 0.09% Reduce -0.9% 23,370 $509K
Janney Montgomery Scott LLC 0.00% Add +6.1% 20,635 $449K
Advyzon Investment Management, LLC 0.04% Add +7.2% 17,484 $381K
MML Investors Services, LLC 0.00% Reduce -0.9% 16,062 $350K
Sykon Capital LLC 0.07% New 10,277 $224K
HighTower Advisors, LLC 0.00% No change 9,889 $215K
AE Wealth Management LLC 0.00% Reduce -6.8% 6,087 $133K
Royal Bank of Canada 0.00% Add +4.6% 5,330 $116K
Crews Bank & Trust 0.01% No change 3,180 $69K
Founders Financial Alliance, LLC 0.01% Reduce -16.2% 2,166 $47K
Cwm, LLC 0.00% No change 630 $14K
Triumph Capital Management 0.00% New 500 $11K
FMR LLC 0.00% Reduce -1.2% 238 $5K
Global Retirement Partners, LLC 0.00% Reduce -5.2% 218 $5K
Farther Finance Advisors, LLC 0.00% No change 168 $4K
Flagship Harbor Advisors, LLC 0.00% New 150 $3K
Qube Research & Technologies Ltd 0.00% No change 150 $3K
IFP Advisors, Inc 0.00% No change 106 $2K
Blue Trust, Inc. 0.00% No change 83 $2K
Essential Partners LLC 0.00% New 54 $1K
Noble Wealth Management PBC 0.00% No change 25 $544
International Assets Investment Management, LLC 0.00% New 2 $44

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