Mariner’s Global X SuperDividend REIT ETF SRET Stock Holding History

Mariner’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 Q3	–	Sell	-10,925	Closed	-$218K	–	3386
2024 Q2	$218K	Buy	+10,925	New	+$216K	﹤0.01%	2727
2022 Q4	–	Sell	-3,667	Closed	-$76K	–	2833
2022 Q3	$76K	Buy	+3,667	New	+$90K	﹤0.01%	2256
2020 Q4	–	Sell	-16,667	Closed	-$393K	–	804
2020 Q3	$393K	Buy	+16,667	New	+$392K	﹤0.01%	640

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 ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Mariner's SRET Position: Q3 2024 in Review

Mariner sold out of Global X SuperDividend REIT ETF (SRET) in Q3 2024, closing a stake of 10,925 shares — an estimated $218K sold.

Mariner first reported a position in SRET in Q3 2020 and held it in 3 quarters. The position peaked at $393K in Q3 2020. 32 funds tracked by Wall St. Rank hold SRET as of Q3 2024.

Mariner reported no remaining Global X SuperDividend REIT ETF position as of Q3 2024 after selling out during the quarter.
Mariner sold 10,925 Global X SuperDividend REIT ETF shares in Q3 2024, an estimated $218K.
Mariner first reported a position in Global X SuperDividend REIT ETF in Q3 2020 and held it in 3 quarters.
Mariner's Global X SuperDividend REIT ETF position peaked at $393K in Q3 2020.
32 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q3 2024.

Based on Mariner's 13F filing for Q3 2024, filed 13 Nov 2024.