Who Owns SRHR?
SRH REIT Covered Call ETF — Institutional Ownership & 13F Holdings
$52.97
-1.16 (-2.15%)
Market Cap
$50.9M
Shares Outstanding
915,235
Institutional Holders
3
Total Inst. Value
$49.9M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
New Positions
3
Closed Positions
0
Increased
0
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SRH ADVISORS, LLCNew | $49.7M | 878,174 |
| 2 | NewEdge Advisors, LLCNew | $229K | 4,049 |
| 3 | Janney Montgomery Scott LLCNew | $377 | 6,665 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SRH ADVISORS, LLCNew | +878K | $49.7M |
| NewEdge Advisors, LLCNew | +4K | $229K |
| Janney Montgomery Scott LLCNew | +7K | $377 |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold SRHR?
As of Q1 2025, 3 institutional investors report holding SRHR (SRH REIT Covered Call ETF) in their 13F filings.
Which hedge fund owns the most SRHR?
The largest institutional holder of SRHR is SRH ADVISORS, LLC with $49.7M in shares.
Are institutions buying or selling SRHR?
This quarter, 3 institutions opened new positions in SRHR and 0 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.