EWM
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Empirical Wealth Management’s Global X SuperDividend REIT ETF SRET Stock Holding History

Empirical Wealth 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
2021
Q3 		– Sell
-8,259
Closed -$245K – 480
2021
Q2 		$245K Buy
+8,259
New +$246K 0.01% 398

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Empirical Wealth Management's SRET Position: Q3 2021 in Review

Empirical Wealth Management sold out of Global X SuperDividend REIT ETF (SRET) in Q3 2021, closing a stake of 8,259 shares — an estimated $245K sold.

Empirical Wealth Management first reported a position in SRET in Q2 2021 and held it in 1 quarter. The position peaked at $245K in Q2 2021. 45 funds tracked by Wall St. Rank hold SRET as of Q3 2021.

  • Empirical Wealth Management reported no remaining Global X SuperDividend REIT ETF position as of Q3 2021 after selling out during the quarter.
  • Empirical Wealth Management sold 8,259 Global X SuperDividend REIT ETF shares in Q3 2021, an estimated $245K.
  • Empirical Wealth Management first reported a position in Global X SuperDividend REIT ETF in Q2 2021 and held it in 1 quarter.
  • Empirical Wealth Management's Global X SuperDividend REIT ETF position peaked at $245K in Q2 2021.
  • 45 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q3 2021.

Based on Empirical Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.