SRH REIT Covered Call ETFSRHRETF
13F holders, Q4 2024 (December 31)4holders +2
2new positions
0sold out
1famous investor
$57.27avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding SRH REIT Covered Call ETF (SRHR) in their 13F filings, up 2 from Q3 2024. 2 opened new positions and 0 sold out. The largest holders were SRH Advisors, LLC ($50.3M), Janney Montgomery Scott LLC ($505K) and Citadel Advisors ($263K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SRH REIT Covered Call ETF
- Filed as
- ELEVATION SERIES TRUST (Q4 2024)
- CUSIP
- 210322301
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $506K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 8,871 shares bought and 12,316 shares sold, net −3,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| SRH Advisors, LLC | 14.92% | Add +0.0% | 878,137 | $50.3M |
| Janney Montgomery Scott LLC | 0.00% | New | 8,813 | $505K |
| Citadel Advisors | 0.00% | Reduce -72.8% | 4,589 | $263K |
| UBS Group AG | 0.00% | New | 26 | $1K |
"% of holder's portfolio" is SRHR's weight in each manager's 13F, not the share of SRH REIT Covered Call ETF the manager owns.