Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SRH REIT COVERED
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Number of holders
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5
-
Total 13F shares, excl. options
-
888K
-
Shares change
-
-709
-
Total reported value, excl. options
-
$48.4M
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Value change
-
-$38.8K
-
Number of buys
-
4
-
Number of sells
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-1
-
Price
-
$54.53
Significant Holders of ELEVATION SERIES TRUST - SRH REIT COVERED (SRHR) as of Q2 2025
5 filings reported holding SRHR - ELEVATION SERIES TRUST - SRH REIT COVERED as of Q2 2025.
ELEVATION SERIES TRUST - SRH REIT COVERED (SRHR) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 888K shares
.
Largest 5 shareholders include SRH ADVISORS, LLC (878K shares), NewEdge Advisors, LLC (4.91K shares), Janney Montgomery Scott LLC (4.89K shares), Royal Bank of Canada (110 shares), and UBS Group AG (45 shares).
This table shows the top 5 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.