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Kinloch Capital’s Global X SuperDividend REIT ETF SRET Stock Holding History

Kinloch Capital’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
2022
Q4 		– Sell
-5,627
Closed -$116K – 71
2022
Q3 		$116K Buy
+5,627
New +$138K 0.08% 70

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 $67.7B AUM 51.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kinloch Capital's SRET Position: Q4 2022 in Review

Kinloch Capital sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2022, closing a stake of 5,627 shares — an estimated $116K sold.

Kinloch Capital first reported a position in SRET in Q3 2022 and held it in 1 quarter. The position peaked at $116K in Q3 2022. 29 funds tracked by Wall St. Rank hold SRET as of Q4 2022.

  • Kinloch Capital reported no remaining Global X SuperDividend REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Kinloch Capital sold 5,627 Global X SuperDividend REIT ETF shares in Q4 2022, an estimated $116K.
  • Kinloch Capital first reported a position in Global X SuperDividend REIT ETF in Q3 2022 and held it in 1 quarter.
  • Kinloch Capital's Global X SuperDividend REIT ETF position peaked at $116K in Q3 2022.
  • 29 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2022.

Based on Kinloch Capital's 13F filing for Q4 2022, filed 14 Feb 2023.