Morgan Stanley
SRET icon

Morgan Stanley’s Global X SuperDividend REIT ETF SRET Stock Holding History

Morgan Stanley’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
2026
Q2 		$2.49M Buy
110,018
+10,316
+10% +$231K ﹤0.01% 4717
2026
Q1 		$2.11M Buy
99,702
+16,206
+19% +$361K ﹤0.01% 4730
2025
Q4 		$1.82M Buy
83,496
+8,199
+11% +$178K ﹤0.01% 4879
2025
Q3 		$1.63M Buy
75,297
+9,193
+14% +$197K ﹤0.01% 4908
2025
Q2 		$1.4M Buy
66,104
+1,833
+3% +$37.5K ﹤0.01% 4927
2025
Q1 		$1.36M Buy
64,271
+11,207
+21% +$232K ﹤0.01% 4842
2024
Q4 		$1.06M Sell
53,064
-12,473
-19% -$264K ﹤0.01% 5058
2024
Q3 		$1.47M Sell
65,537
-6,596
-9% -$142K ﹤0.01% 4830
2024
Q2 		$1.44M Sell
72,133
-1,849
-2% -$36.6K ﹤0.01% 4767
2024
Q1 		$1.51M Sell
73,982
-11,287
-13% -$231K ﹤0.01% 4731
2023
Q4 		$1.89M Buy
85,269
+3,714
+5% +$74.8K ﹤0.01% 4542
2023
Q3 		$1.64M Buy
81,555
+5,135
+7% +$111K ﹤0.01% 4511
2023
Q2 		$1.64M Sell
76,420
-8,692
-10% -$185K ﹤0.01% 4545
2023
Q1 		$1.85M Buy
85,112
+11,121
+15% +$253K ﹤0.01% 4506
2022
Q4 		$1.6M Sell
73,991
-39,654
-35% -$859K ﹤0.01% 4588
2022
Q3 		$2.34M Buy
113,645
+29,381
+35% +$721K ﹤0.01% 4311
2022
Q2 		$2.03M Sell
84,264
-2,978
-3% -$76.4K ﹤0.01% 4527
2022
Q1 		$2.4M Buy
87,242
+4,307
+5% +$117K ﹤0.01% 4376
2021
Q4 		$2.37M Buy
82,935
+7,070
+9% +$203K ﹤0.01% 4443
2021
Q3 		$2.17M Buy
75,865
+8,891
+13% +$260K ﹤0.01% 4502
2021
Q2 		$1.99M Buy
66,974
+6,927
+12% +$206K ﹤0.01% 4643
2021
Q1 		$1.72M Sell
60,047
-228
-0.4% -$6.3K ﹤0.01% 4372
2020
Q4 		$1.61M Sell
60,275
-1,496
-2% -$37.7K ﹤0.01% 4333
2020
Q3 		$1.46M Sell
61,771
-3,521
-5% -$82.8K ﹤0.01% 3936
2020
Q2 		$1.53M Sell
65,292
-38,119
-37% -$824K ﹤0.01% 3832
2020
Q1 		$2.04M Buy
103,411
+13,473
+15% +$537K ﹤0.01% 3350
2019
Q4 		$4.15M Buy
89,938
+14,841
+20% +$675K ﹤0.01% 3399
2019
Q3 		$3.39M Buy
75,097
+8,240
+12% +$364K ﹤0.01% 3300
2019
Q2 		$2.98M Buy
66,857
+6,317
+10% +$282K ﹤0.01% 3445
2019
Q1 		$2.73M Buy
60,540
+11,172
+23% +$494K ﹤0.01% 3326
2018
Q4 		$2.01M Buy
49,368
+24,800
+101% +$1.08M ﹤0.01% 3762
2018
Q3 		$1.12M Buy
24,568
+16,661
+211% +$773K ﹤0.01% 4442
2018
Q2 		$363K Buy
7,907
+6,323
+399% +$280K ﹤0.01% 5281
2018
Q1 		$68K Buy
1,584
+1,124
+244% +$49.2K ﹤0.01% 5812
2017
Q4 		$22K Sell
460
-200
-30% -$9.3K ﹤0.01% 6054
2017
Q3 		$31K Buy
+660
New +$30.5K ﹤0.01% 5919

Other funds holding SRET

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 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 $4.4B AUM 74.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Morgan Stanley's SRET Position: Q2 2026 in Review

Morgan Stanley increased its Global X SuperDividend REIT ETF (SRET) stake by 10% in Q2 2026, buying an estimated $231K and bringing the position to 110,018 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #4717.

Morgan Stanley first reported a position in SRET in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.15M in Q4 2019. 40 funds tracked by Wall St. Rank hold SRET as of Q2 2026.

  • Morgan Stanley held 110,018 shares of Global X SuperDividend REIT ETF worth $2.49M as of Q2 2026.
  • Morgan Stanley bought 10,316 Global X SuperDividend REIT ETF shares in Q2 2026, an estimated $231K.
  • Global X SuperDividend REIT ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4717 holding.
  • Morgan Stanley first reported a position in Global X SuperDividend REIT ETF in Q3 2017 and has held it in 36 quarters since.
  • Morgan Stanley's Global X SuperDividend REIT ETF position peaked at $4.15M in Q4 2019.
  • 40 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.