CS
SRET icon

Credit Suisse’s Global X SuperDividend REIT ETF SRET Stock Holding History

Credit Suisse’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
Q1 		$3.3M Sell
161,327
-322,656
-67% -$6.6M ﹤0.01% 1544
2023
Q4 		$10.7M Buy
483,983
+322,656
+200% +$6.5M 0.01% 894
2023
Q3 		$3.24M Hold
161,327
– – ﹤0.01% 1533
2023
Q2 		$3.47M Sell
161,327
-15
-0% -$320 ﹤0.01% 1574
2023
Q1 		$3.51M Buy
+161,342
New +$3.67M ﹤0.01% 1540

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 $67.7B AUM 51.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Credit Suisse's SRET Position: Q1 2024 in Review

Credit Suisse reduced its Global X SuperDividend REIT ETF (SRET) stake by 67% in Q1 2024, selling an estimated $6.6M and leaving 161,327 shares worth $3.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Credit Suisse first reported a position in SRET in Q1 2023 and has held it in 5 quarters since. The position peaked at $10.7M in Q4 2023. 35 funds tracked by Wall St. Rank hold SRET as of Q1 2024.

  • Credit Suisse held 161,327 shares of Global X SuperDividend REIT ETF worth $3.3M as of Q1 2024.
  • Credit Suisse sold 322,656 Global X SuperDividend REIT ETF shares in Q1 2024, an estimated $6.6M.
  • Global X SuperDividend REIT ETF made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1544 holding.
  • Credit Suisse first reported a position in Global X SuperDividend REIT ETF in Q1 2023 and has held it in 5 quarters since.
  • Credit Suisse's Global X SuperDividend REIT ETF position peaked at $10.7M in Q4 2023.
  • 35 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.