ELEVATION SERIES TRUST - SRH REIT COVERED (SRHR)

Q4 2023 13F Holders as of 12/31/2023

Type / Class
Equity / SRH REIT COVERED
Number of holders
3
Total 13F shares, excl. options
900K
Shares change
+900K
Total reported value, excl. options
$53.1M
Value change
+$53.1M
Number of buys
3
Price
$58.99

Significant Holders of ELEVATION SERIES TRUST - SRH REIT COVERED (SRHR) as of Q4 2023

3 filings reported holding SRHR - ELEVATION SERIES TRUST - SRH REIT COVERED as of Q4 2023.
ELEVATION SERIES TRUST - SRH REIT COVERED (SRHR) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 900K shares .
Largest 3 shareholders include ROCKY MOUNTAIN ADVISERS, LLC (876K shares), CITADEL ADVISORS LLC (20.8K shares), and JANE STREET GROUP, LLC (3.43K shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.