Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SRH REIT COVERED
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
888,888
-
Shares change
-
-2,677
-
Total reported value, excl. options
-
$50,274,183
-
Value change
-
-$154,705
-
Number of buys
-
2
-
Number of sells
-
-3
-
Price
-
$56.56
Significant Holders of ELEVATION SERIES TRUST - SRH REIT COVERED (SRHR) as of Q1 2025
5 filings reported holding SRHR - ELEVATION SERIES TRUST - SRH REIT COVERED as of Q1 2025.
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 888,888 shares
.
Largest 5 shareholders include SRH ADVISORS, LLC (878,174 shares), Janney Montgomery Scott LLC (6,665 shares), NewEdge Advisors, LLC (4,049 shares), UBS Group AG (0 shares), and CITADEL ADVISORS LLC (0 shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.