Bank of Montreal’s Global X SuperDividend REIT ETF SRET Stock Holding History

Bank of Montreal’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
2024 Q4	–	Sell	-4,800	Closed	-$108K	–	3912
2024 Q3	$108K	Sell	4,800 -19,300	-80%	-$415K	﹤0.01%	3224
2024 Q2	$481K	Sell	24,100 -30,986	-56%	-$614K	﹤0.01%	2429
2024 Q1	$1.13M	Buy	55,086 +51,956	+1,660%	+$1.06M	﹤0.01%	1941
2023 Q4	$70.2K	Sell	3,130 -93,784	-97%	-$1.89M	﹤0.01%	3473
2023 Q3	$2.19M	Buy	96,914 +94,661	+4,202%	+$2.04M	﹤0.01%	1651
2023 Q2	$49.3K	Buy	2,253 +1,869	+487%	+$39.8K	﹤0.01%	3602
2023 Q1	$8.37K	Buy	+384	New	+$8.73K	﹤0.01%	3635
2022 Q4	–	Sell	-1,784	Closed	-$44	–	4265
2022 Q3	$44	Buy	+1,784	New	+$43.8K	﹤0.01%	3656
2021 Q4	–	Sell	-500	Closed	-$14K	–	3855
2021 Q3	$14K	Hold	500	–	–	﹤0.01%	3701
2021 Q2	$15K	Hold	500	–	–	﹤0.01%	3530
2021 Q1	$15K	Buy	+500	New	+$13.8K	﹤0.01%	4188

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SWP

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

Bank of Montreal's SRET Position: Q4 2024 in Review

Bank of Montreal sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2024, closing a stake of 4,800 shares — an estimated $108K sold.

Bank of Montreal first reported a position in SRET in Q1 2021 and held it in 11 quarters. The position peaked at $2.19M in Q3 2023. 33 funds tracked by Wall St. Rank hold SRET as of Q4 2024.

Bank of Montreal reported no remaining Global X SuperDividend REIT ETF position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 4,800 Global X SuperDividend REIT ETF shares in Q4 2024, an estimated $108K.
Bank of Montreal first reported a position in Global X SuperDividend REIT ETF in Q1 2021 and held it in 11 quarters.
Bank of Montreal's Global X SuperDividend REIT ETF position peaked at $2.19M in Q3 2023.
33 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.