ELEVATION SERIES TRUST - SRH REIT COVERED (SRHR)

Historical Holders from Q4 2023 to Q1 2025

Symbol
SRHR
CUSIP
210322301
Type / Class
Equity / SRH REIT COVERED
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
892K
Holdings value
$51.1M
% of all portfolios
0.002%
Grand Portfolio weight change
0%
Number of holders
4
Number of buys
3
Number of sells
-1
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of ELEVATION SERIES TRUST - SRH REIT COVERED (SRHR)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 6.67K $377K -$122K $56.56 1
2024 Q4 892K $51.1M -$197K $57.27 4
2024 Q3 895K $55.3M -$46.9K $61.84 2
2024 Q2 896K $49.9M -$38.9K $55.66 2
2024 Q1 896K $52.5M -$191K $58.60 3
2023 Q4 900K $53.1M +$53.1M $58.99 3