SRH REIT Covered Call ETF (SRHR)

• Market cap: $48.9M
• 1 day: 0.65%
• 5 days: 1.31%
• 1 month: -4.00%
• 3 months: -4.38%
• 6 months: -10.02%
• Year to date: -4.33%
• 1 year: 0.84%
• 5 years: 5.60%
• 10 years: 5.60%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

100% more funds holding

Funds holding: 2 [Q3] → 4 (+2) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

0.38% less ownership

Funds ownership: 99.45% [Q3] → 99.06% (-0.38%) [Q4]

8% less capital invested

Capital invested by funds: $55.3M [Q3] → $51.1M (-$4.28M) [Q4]