Global X SuperDividend REIT ETF
SRET

$22.70

0%

Market Cap: $232M

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

3.31% less ownership

Funds ownership: 23.71% [Q1] → 20.4% (-3.31%) [Q2]

15% less funds holding

Funds holding: 34 [Q1] → 29 (-5) [Q2]

17% less capital invested

Capital invested by funds: $51.9M [Q1] → $43.2M (-$8.74M) [Q2]

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

77% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 13

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Research analyst outlook

We haven’t received any recent analyst ratings for SRET.

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Financial journalist opinion

Based on 3 articles about SRET published over the past 30 days

SRET: High-Yield ETF And How I Build My Portfolio With REITs

I target an 8% yield for my income portfolio, achievable through an macro adaptive investment process across asset classes. Mortgage REIT ETFs offer high dividends, diversification, and stable base for starters. I will highlight three of them for my HY8 portfolio. I plan to add gradually mREIT ETFs positions, anticipating rate cuts and more clarity from economic growth (landing), positioning my portfolio with a defensive (safe) bias.

SRET: High-Yield ETF And How I Build My Portfolio With REITs

SRET Lost Half Of Its Value And Distribution In Less Than 10 Years

Global X SuperDividend® REIT ETF has a portfolio of 30 high-yield REITs with global exposure. Over 3/4 of asset value is in U.S. issuers, and over 1/3 in mortgage REITs. The SRET ETF has lost more than 50% since 2015 in both value and distribution.

SRET Lost Half Of Its Value And Distribution In Less Than 10 Years

24/7 Wall Street

6 Top Dividend ETFs to Buy in September for Passive Income Investors

24/7 Wall St. Insights Exchange-traded funds have numerous advantages over open-end mutual funds.

6 Top Dividend ETFs to Buy in September for Passive Income Investors

The State Of REITs: June 2024 Edition

After a rough start to the year, REITs partially bounced back in May with a +2.51% average total return. Small-cap REITs (-0.48%) averaged a negative return in May, but micro caps (+5.09%), large caps (+4.28%) and mid caps (+3.35%) were solidly in the black. 74.03% of REIT securities had a positive total return in May.

The State Of REITs: June 2024 Edition

SRET: The Level Of Speculation Has Increased

Since my latest bearish article on Global X SuperDividend REIT ETF (SRET), the fund has continued to underperform the broader REIT market, registering a negative alpha of ~250 basis points. In the meantime, the monthly dividends have increased, suggesting potentially stronger underlying fundamentals. Yet, looking at the results of recent rebalancing and the current portfolio statistics, it is clear that the risks have become more pronounced.

SRET: The Level Of Speculation Has Increased

24/7 Wall Street

6 Top ETFs to Buy for Passive Income Investors in June

Start by taking this retirement quiz right here from SmartAsset that will match you with up to 3 financial advisors that serve your area and beyond in 5 minutes.

6 Top ETFs to Buy for Passive Income Investors in June

SRET: Dynamite Yield, Now Loaded On Mortgage REITs

Global X SuperDividend REIT ETF offers a large monthly payout. The fund's chase has taken it into mortgage REITs, the asset class designed for poor performance. At least it is almost completely out of office REITs.

SRET: Dynamite Yield, Now Loaded On Mortgage REITs

INDS: Focused Industrial REIT With Higher Total Return Potential But Somewhat Risky

Pacer Industrial Real Estate ETF (INDS) is a concentrated play on industrial REITs, focusing on warehouses and self-storage facilities.

INDS: Focused Industrial REIT With Higher Total Return Potential But Somewhat Risky

SRET: Monthly Payer - High Yield

SRET provides access to high-yielding REITs, potentially boosting portfolio yield. The fund has a track record of 8 years of monthly distributions. SRET offers diversification through global REIT investments, potentially reducing geographic and interest rate risks.

SRET: Monthly Payer - High Yield

24/7 Wall Street

6 Of The Best Dividend ETFs To Buy in January

While much lower in yield, this is a perfect fund for investors seeking tax-free income.

6 Of The Best Dividend ETFs To Buy in January

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