Ahrens Investment Partners’s Global X SuperDividend REIT ETF SRET Stock Holding History

Ahrens Investment Partners’s Portfolio SRET Stock Details SRET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$15.6K	Buy	+717	New	+$16.3K	0.01%	522
2022 Q3	–	Sell	-1,620	Closed	-$39K	–	796
2022 Q2	$39K	Hold	1,620	–	–	0.02%	379
2022 Q1	$45K	Sell	1,620 -333	-17%	-$9.05K	0.01%	416
2021 Q4	$56K	Buy	+1,953	New	+$56K	0.02%	385
2020 Q4	–	Sell	-4,987	Closed	-$117K	–	207
2020 Q3	$117K	Buy	+4,987	New	+$117K	0.08%	162
2020 Q2	–	Sell	-4,953	Closed	-$98K	–	174
2020 Q1	$98K	Sell	4,953 -21,534	-81%	-$858K	0.07%	121
2019 Q4	$1.22M	Sell	26,487 -600	-2%	-$27.3K	0.51%	49
2019 Q3	$1.22M	Buy	27,087 +15,220	+128%	+$673K	0.54%	44
2019 Q2	$528K	Buy	11,867 +2,334	+24%	+$104K	0.24%	70
2019 Q1	$430K	Buy	9,533 +2,266	+31%	+$100K	0.2%	79
2018 Q4	$296K	Buy	+7,267	New	+$318K	0.14%	113
2018 Q1	–	Sell	-4,000	Closed	-$186K	–	174
2017 Q4	$186K	Buy	+4,000	New	+$186K	0.08%	146

Other funds holding SRET

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Ahrens Investment Partners's SRET Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Global X SuperDividend REIT ETF (SRET) in Q1 2023: 717 shares worth $15.6K. The stake represents 0.01% of the portfolio and ranks #522 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in SRET as recently as Q2 2022.

Ahrens Investment Partners first reported a position in SRET in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.22M in Q3 2019. 37 funds tracked by Wall St. Rank hold SRET as of Q1 2023.

Ahrens Investment Partners held 717 shares of Global X SuperDividend REIT ETF worth $15.6K as of Q1 2023.
Global X SuperDividend REIT ETF was a new Ahrens Investment Partners position in Q1 2023.
Global X SuperDividend REIT ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #522 holding.
Ahrens Investment Partners first reported a position in Global X SuperDividend REIT ETF in Q4 2017 and has held it in 12 quarters since.
Ahrens Investment Partners's Global X SuperDividend REIT ETF position peaked at $1.22M in Q3 2019.
37 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.