As of 30 Sep 2025, 5 institutional investors reported holding 888,779 shares of ELEVATION SERIES TRUST - SRH REIT COVERED (SRHR).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 888,779 | $49,229,625 | +$37,299 | $55.39 | 5 |
| 2025 Q2 | 888,179 | $48,431,486 | -$38,791 | $54.53 | 5 |
| 2025 Q1 | 888,888 | $50,274,183 | -$154,705 | $56.56 | 3 |
| 2024 Q4 | 891,565 | $51,060,630 | -$197,020 | $57.27 | 4 |
| 2024 Q3 | 895,010 | $55,344,479 | -$46,934 | $61.84 | 2 |
| 2024 Q2 | 895,769 | $49,860,393 | -$38,867 | $55.66 | 2 |
| 2024 Q1 | 896,466 | $52,536,299 | -$190,862 | $58.60 | 3 |
| 2023 Q4 | 899,700 | $53,077,157 | +$53,077,171 | $58.99 | 3 |