Global X SuperDividend REIT ETF (NYSEARCA:SRET) holds roughly 30 of the highest-yielding REITs worldwide, equally weighted, with monthly distributions.
Global X SuperDividend REIT ETF (NYSEARCA: SRET) is a high-yield income vehicle for investors seeking concentrated exposure to dividend-paying real estate companies globally.
Global X SuperDividend REIT ETF (NYSEARCA:SRET) pays a monthly dividend and currently yields 8.53%, which is enough to turn heads in any interest rate environment.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 168 | $3,423.76 | $3,892.56 | $468.8 | 13.69% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 24,456 | $519,240.47 | $566,278.68 | $47,038.21 | 9.06% |
Bradley Wilson Crews Bank & Trust | 3,180 | $63,632 | $72,774.3 | $9,142.3 | 14.37% |
| SK Samira Kadam Synergy Investment Management LLC | 600 | $12,720 | $13,970.94 | $1,250.94 | 9.83% |
| DN Daniel Newman Noble Wealth Management PBC | 25 | $500 | $579.75 | $79.75 | 15.95% |
| NASDAQ (NMS) Exchange | US Country |
The company described is a fund focusing on investment in real estate investment trusts (REITs), specifically targeting the highest yielding REITs globally. By allocating at least 80% of its total assets into the securities of the underlying index alongside American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) that are based on these securities, the fund aims to provide investors with exposure to the global real estate market through high-yield REIT investments. The selection of the REITs is determined by Solactive AG, a provider known for delivering comprehensive index solutions, which ensures that the underlying index reflects a focused investment strategy in high-yield REITs.
The fund invests a significant portion of its assets in the securities of the underlying index. These securities are selected to provide exposure to high-yielding REITs globally, targeting those that offer potentially higher returns compared to the broader market. This product is designed for investors seeking an investment vehicle that specifically focuses on the real estate sector with a high-yield investment strategy.
In addition to direct securities of the underlying index, the fund diversifies its investment by including American Depositary Receipts and Global Depositary Receipts. ADRs and GDRs represent a specified number of shares in a foreign company and are traded on U.S. and global stock exchanges, respectively. This aspect of the fund’s portfolio allows investors to gain exposure to foreign markets' real estate sectors without the complexities of direct investment in foreign stocks, broadening the geographical diversity of the investment.