Gladstone Institutional Advisory’s Global X SuperDividend REIT ETF SRET Stock Holding History

Gladstone Institutional Advisory’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	–	Sell	-10,441	Closed	-$231K	–	709
2023 Q4	$231K	Buy	+10,441	New	+$210K	0.01%	591
2022 Q4	–	Sell	-5,946	Closed	-$123K	–	688
2022 Q3	$123K	Buy	5,946 +362	+6%	+$8.88K	0.01%	605
2022 Q2	$135K	Buy	5,584 +333	+6%	+$8.54K	0.01%	616
2022 Q1	$145K	Buy	5,251 +390	+8%	+$10.6K	0.01%	674
2021 Q4	$139K	Buy	+4,861	New	+$139K	0.01%	574

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

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

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

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

Gladstone Institutional Advisory's SRET Position: Q1 2024 in Review

Gladstone Institutional Advisory sold out of Global X SuperDividend REIT ETF (SRET) in Q1 2024, closing a stake of 10,441 shares — an estimated $231K sold.

Gladstone Institutional Advisory first reported a position in SRET in Q4 2021 and held it in 5 quarters. The position peaked at $231K in Q4 2023. 35 funds tracked by Wall St. Rank hold SRET as of Q1 2024.

Gladstone Institutional Advisory reported no remaining Global X SuperDividend REIT ETF position as of Q1 2024 after selling out during the quarter.
Gladstone Institutional Advisory sold 10,441 Global X SuperDividend REIT ETF shares in Q1 2024, an estimated $231K.
Gladstone Institutional Advisory first reported a position in Global X SuperDividend REIT ETF in Q4 2021 and held it in 5 quarters.
Gladstone Institutional Advisory's Global X SuperDividend REIT ETF position peaked at $231K in Q4 2023.
35 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2024, filed 14 May 2024.