CM
SRET icon

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

Cornerstone 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
-1,028
Closed -$22.4K – 209
2023
Q1 		$22.4K Hold
1,028
– – 0.01% 127
2022
Q4 		$22.3K Hold
1,028
– – 0.01% 123
2022
Q3 		$21.2K Sell
1,028
-431
-30% -$10.6K 0.01% 125
2022
Q2 		$35.2K Hold
1,459
– – 0.01% 110
2022
Q1 		$40.2K Buy
1,459
+477
+49% +$13K 0.01% 109
2021
Q4 		$28K Buy
+982
New +$28.2K 0.01% 114

Other funds holding SRET

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cornerstone Management's SRET Position: Q2 2023 in Review

Cornerstone Management sold out of Global X SuperDividend REIT ETF (SRET) in Q2 2023, closing a stake of 1,028 shares — an estimated $22.4K sold.

Cornerstone Management first reported a position in SRET in Q4 2021 and held it in 6 quarters. The position peaked at $40.2K in Q1 2022. 36 funds tracked by Wall St. Rank hold SRET as of Q2 2023.

  • Cornerstone Management reported no remaining Global X SuperDividend REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Cornerstone Management sold 1,028 Global X SuperDividend REIT ETF shares in Q2 2023, an estimated $22.4K.
  • Cornerstone Management first reported a position in Global X SuperDividend REIT ETF in Q4 2021 and held it in 6 quarters.
  • Cornerstone Management's Global X SuperDividend REIT ETF position peaked at $40.2K in Q1 2022.
  • 36 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2023.

Based on Cornerstone Management's 13F filing for Q2 2023, filed 10 Aug 2023.