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Global X SuperDividend REIT ETF

35 hedge funds and large institutions have $39.7M invested in Global X SuperDividend REIT ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $895K

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

28% more capital invested

Capital invested by funds: $31.1M → $39.7M (+$8.66M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

4.05% more ownership

Funds ownership: 15.24%19.29% (+4%)

3% more funds holding

Funds holding: 3435 (+1)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
8
Closed
6
Calls
$1.66M
Puts
$895K
Net Calls
+$764K
Net Calls Change
+$764K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10.3M +$884K +40,743 +9%
Mirae Asset Global ETFs Holdings
2
Mirae Asset Global ETFs Holdings
Hong Kong
$8.2M +$217K +9,989 +3%
DADC
3
D.A. Davidson & Co
Montana
$5.32M +$5.3M +244,240 New
Bank of America
4
Bank of America
North Carolina
$4.02M +$196K +9,052 +5%
Morgan Stanley
5
Morgan Stanley
New York
$1.82M +$178K +8,199 +11%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.74M +$725K +33,404 +72%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$1.07M -$24.3K -1,121 -2%
SS
8
SBI Securities
Japan
$998K -$50.4K -2,324 -5%
SWP
9
Stratos Wealth Partners
Ohio
$967K +$62.9K +2,899 +7%
SPC
10
Sigma Planning Corp
Michigan
$821K +$119K +5,468 +17%
Jane Street
11
Jane Street
New York
$647K +$414K +19,096 +180%
Citadel Advisors
12
Citadel Advisors
Florida
$634K +$632K +29,135 New
Osaic Holdings
13
Osaic Holdings
Arizona
$585K +$58.4K +2,691 +11%
IRC
14
Investors Research Corp
Georgia
$509K -$4.8K -221 -0.9%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$449K +$25.7K +1,183 +6%
AIM
16
Advyzon Investment Management
Illinois
$381K +$25.5K +1,174 +7%
MML Investors Services
17
MML Investors Services
Massachusetts
$350K -$3.19K -147 -0.9%
SC
18
Sykon Capital
New York
$224K +$223K +10,277 New
HighTower Advisors
19
HighTower Advisors
Illinois
$215K
AWM
20
AE Wealth Management
Kansas
$133K -$9.66K -445 -7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$116K +$5.12K +236 +5%
HNB
22
Huntington National Bank
Ohio
$103K
CBT
23
Crews Bank & Trust
Florida
$69.2K
FFA
24
Founders Financial Alliance
North Carolina
$47.2K -$9.12K -420 -16%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$14K

SRET Hedge Fund Activity: Q4 2025 in Review

35 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q4 2025, worth a combined $39.7M — up 28% from $31.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SRET positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 8 trimmed.

The largest buyer was D.A. Davidson & Co, opening a new position worth an estimated $5.3M. The largest seller was Family Management, exiting entirely with an estimated $289K sold.

  • 35 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q4 2025, up from 34 in Q3 2025.
  • Funds reported $39.7M of Global X SuperDividend REIT ETF stock for Q4 2025, up 28% quarter-over-quarter.
  • 7 funds opened new Global X SuperDividend REIT ETF positions in Q4 2025 and 6 closed out, a net change of +1 holder.
  • The largest Global X SuperDividend REIT ETF buyer in Q4 2025 was D.A. Davidson & Co, an estimated $5.3M added.
  • The largest Global X SuperDividend REIT ETF seller in Q4 2025 was Family Management, an estimated $289K sold.

Based on aggregated 13F filings for Q4 2025.