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SRHR
-0.10 · -0.18%
$54.45 · NYSE ARCA

Elevation Series Trust (SRHR) ETF Analysis | Real Estate

Paralel Advisors LLC · USA
AUM:$50.8M
#– of – in Real Estate ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

SRHR returned +1.9% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.75% — moderate cost. Consider how fees compound over long holding periods.

What is SRHR?

Under normal circumstances, the fund invests at least 80% of its net assets in Real Estate Investment Trusts ("REITs") that are publicly traded on domestic stock exchanges. In addition, the fund strategically implements an option strategy consisting of writing (selling) U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
SRHR returned 1.9% over the past year.
Moderate Cost
Expense ratio of 0.75%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 59.3% of the ETF — significant weight in a small number of names.
ETF Information
AUM$50.8M
Expense Ratio0.75%
Dividend Yield6.86%
Holdings26
Inception DateNov 2023
Domicile–
Distribution–
Index–
ProviderParalel Advisors LLC
Beta–
CategoryReal Estate
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.1%
1Y
+9.2%
3Y
+33.1%
5Y
+33.1%
OpenBook InsightIf you had invested £10,000 in SRHR 5 years ago, it would have grown to £13,310 — a gain of £3,310.

Annual Returns

Calendar year performance

SRHR delivered positive returns in 3 of the last 4 calendar years.
YearSRHR
2026 YTD+11.7%
2025-0.0%
2024+3.3%
2023+15.8%
CAGR 3yr+6.1%
3/4 positive yearsAvg return: +7.7%Worst year: -0.0% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
11.9%
Low
Momentum
-4.8%
30-day change
Support Level
58.22
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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