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Morningstar

Global X SuperDividend® REIT ETF SRET

Morningstar Medalist Rating
Medalist Rating as of | See Global X Investment Hub

Morningstar’s Analysis SRET

Will SRET outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SRET’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SRET management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SRET’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Global X SuperDividend ® REIT ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SRET

More SRET Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

National Health Investors Inc

4.26 8.6 Mil
Real Estate

Omega Healthcare Investors Inc

3.87 7.8 Mil
Real Estate

Rithm Capital Corp

3.80 7.7 Mil
Real Estate

Sabra Health Care REIT Inc

3.77 7.6 Mil
Real Estate

LTC Properties Inc

3.75 7.6 Mil
Real Estate

Apollo Commercial Real Estate Finance Inc

3.64 7.4 Mil
Real Estate

Covivio SA

3.59 7.3 Mil
Real Estate

Getty Realty Corp

3.59 7.3 Mil
Real Estate

Starwood Property Trust Inc

3.58 7.2 Mil
Real Estate

Ladder Capital Corp Class A

3.54 7.1 Mil
Real Estate