Ladenburg Thalmann Financial Services’s Global X SuperDividend REIT ETF SRET Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$3.53M	Buy	76,583 +8,846	+13%	+$403K	0.02%	623
2019 Q3	$3.06M	Buy	67,737 +32,929	+95%	+$1.46M	0.02%	647
2019 Q2	$1.55M	Buy	34,808 +3,487	+11%	+$156K	0.01%	932
2019 Q1	$1.41M	Sell	31,321 -1,379	-4%	-$61K	0.01%	957
2018 Q4	$1.33M	Buy	32,700 +403	+1%	+$17.6K	0.01%	874
2018 Q3	$1.47M	Buy	32,297 +8,948	+38%	+$415K	0.01%	886
2018 Q2	$1.01M	Hold	23,349	–	–	0.01%	1071
2018 Q1	$1.01M	Buy	23,349 +1,595	+7%	+$69.9K	0.01%	1071
2017 Q4	$1.01M	Buy	21,754 +3,739	+21%	+$174K	0.01%	1068
2017 Q3	$841K	Buy	18,015 +4,627	+35%	+$214K	0.01%	1107
2017 Q2	$615K	Buy	13,388 +5,699	+74%	+$259K	0.01%	1252
2017 Q1	$347K	Buy	7,689 +2,730	+55%	+$120K	﹤0.01%	1541
2016 Q4	$214K	Buy	4,959 +2,288	+86%	+$98.2K	﹤0.01%	1780
2016 Q3	$122K	Buy	+2,671	New	+$123K	﹤0.01%	2107

Other funds holding SRET

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SRET Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Global X SuperDividend REIT ETF (SRET) stake by 13% in Q4 2019, buying an estimated $403K and bringing the position to 76,583 shares worth $3.53M. The position accounts for 0.02% of the portfolio, ranked #623.

Ladenburg Thalmann Financial Services first reported a position in SRET in Q3 2016 and has held it in 14 quarters since. 42 funds tracked by Wall St. Rank hold SRET as of Q4 2019.

Ladenburg Thalmann Financial Services held 76,583 shares of Global X SuperDividend REIT ETF worth $3.53M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 8,846 Global X SuperDividend REIT ETF shares in Q4 2019, an estimated $403K.
Global X SuperDividend REIT ETF made up 0.02% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #623 holding.
Ladenburg Thalmann Financial Services first reported a position in Global X SuperDividend REIT ETF in Q3 2016 and has held it in 14 quarters since.
42 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.