Belpointe Asset Management’s Global X SuperDividend REIT ETF SRET Stock Holding History

Belpointe Asset Management’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 Q2	–	Sell	-1,411	Closed	-$30.7K	–	3006
2023 Q1	$30.7K	Sell	1,411 -427	-23%	-$9.71K	﹤0.01%	2036
2022 Q4	$39.9K	Buy	+1,838	New	+$39.8K	﹤0.01%	1739
2020 Q1	–	Sell	-4,888	Closed	-$225K	–	767
2019 Q4	$225K	Buy	+4,888	New	+$222K	0.03%	500

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 Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Belpointe Asset Management's SRET Position: Q2 2023 in Review

Belpointe Asset Management sold out of Global X SuperDividend REIT ETF (SRET) in Q2 2023, closing a stake of 1,411 shares — an estimated $30.7K sold.

Belpointe Asset Management first reported a position in SRET in Q4 2019 and held it in 3 quarters. The position peaked at $225K in Q4 2019. 36 funds tracked by Wall St. Rank hold SRET as of Q2 2023.

Belpointe Asset Management reported no remaining Global X SuperDividend REIT ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,411 Global X SuperDividend REIT ETF shares in Q2 2023, an estimated $30.7K.
Belpointe Asset Management first reported a position in Global X SuperDividend REIT ETF in Q4 2019 and held it in 3 quarters.
Belpointe Asset Management's Global X SuperDividend REIT ETF position peaked at $225K in Q4 2019.
36 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.