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

Morton Capital Management’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
2023
Q4 		– Sell
-10,905
Closed -$219K – 101
2023
Q3 		$219K Hold
10,905
– – 0.08% 84
2023
Q2 		$234K Hold
10,905
– – 0.08% 80
2023
Q1 		$237K Buy
+10,905
New +$248K 0.08% 78

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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 $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morton Capital Management's SRET Position: Q4 2023 in Review

Morton Capital Management sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2023, closing a stake of 10,905 shares — an estimated $219K sold.

Morton Capital Management first reported a position in SRET in Q1 2023 and held it in 3 quarters. The position peaked at $237K in Q1 2023. 35 funds tracked by Wall St. Rank hold SRET as of Q4 2023.

  • Morton Capital Management reported no remaining Global X SuperDividend REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Morton Capital Management sold 10,905 Global X SuperDividend REIT ETF shares in Q4 2023, an estimated $219K.
  • Morton Capital Management first reported a position in Global X SuperDividend REIT ETF in Q1 2023 and held it in 3 quarters.
  • Morton Capital Management's Global X SuperDividend REIT ETF position peaked at $237K in Q1 2023.
  • 35 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2023.

Based on Morton Capital Management's 13F filing for Q4 2023, filed 18 Jan 2024.