Who owns SRET?
Global X SuperDividend REIT ETF · Global X
41 institutions reported holding SRET, worth $49.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SRET
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $14.9M | 659,462 | +276,845 shares |
| LPL Financial LLC | Fort Mill, SC | $12.4M | 544,833 | +39,266 shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Causeway Bay, Hong Kong | $9.4M | 416,828 | +9,405 shares |
| Morgan Stanley | New York, NY | $2.5M | 110,018 | +10,316 shares |
| Citadel Advisors LLC | Miami, FL | $1.4M | 61,707 | −142,868 shares |
| Stratos Wealth Partners, LTD. | Beachwood, OH | $1.1M | 49,451 | −253 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $1.1M | 48,028 | −801 shares |
| SBI Securities Co., Ltd. | Tokyo, Japan | $1.1M | 47,946 | +407 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $698K | 30,760 | +18,346 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $676K | 29,818 | +331 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SRET?
41 institutional managers reported holding SRET in Form 13F filings for June 30, 2026, worth $49.5M in total. The largest reported position was held by Bank of America Corp., at $14.9M.
Did institutions buy or sell SRET last quarter?
Reported 13F value rose 15.0% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SRET ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.