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

Family 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
2025
Q4 		– Sell
-13,350
Closed -$289K – 317
2025
Q3 		$289K Buy
+13,350
New +$287K 0.04% 168

Other funds holding SRET

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Family Management's SRET Position: Q4 2025 in Review

Family Management sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2025, closing a stake of 13,350 shares — an estimated $289K sold.

Family Management first reported a position in SRET in Q3 2025 and held it in 1 quarter. The position peaked at $289K in Q3 2025. 35 funds tracked by Wall St. Rank hold SRET as of Q4 2025.

  • Family Management reported no remaining Global X SuperDividend REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Family Management sold 13,350 Global X SuperDividend REIT ETF shares in Q4 2025, an estimated $289K.
  • Family Management first reported a position in Global X SuperDividend REIT ETF in Q3 2025 and held it in 1 quarter.
  • Family Management's Global X SuperDividend REIT ETF position peaked at $289K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2025.

Based on Family Management's 13F filing for Q4 2025, filed 17 Feb 2026.