SRH REIT Covered Call ETF
SRHR
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- CEO
- Stewart R. Horejsi
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1700 Broadway Denver CO United States of America 80290
- IPO Date
- Nov 2, 2023
- Website
- srhfund.com
- Similar Companies
- Business
- SRH REIT Covered Call ETF (SRHR) is an exchange-traded fund that employs a covered call options strategy on a portfolio of real estate investment trusts focused on commercial, residential, and industrial properties. The fund offers investors exposure to REIT income generation through dividend yields enhanced by systematic writing of out-of-the-money call options on its equity holdings; it tracks a proprietary index or rules-based selection of high-quality REITs across sectors such as office, retail, apartments, and data centers. Primarily targeting income-seeking investors in the real estate sector, SRHR provides monthly distributions combining dividend income and option premiums, with a focus on U.S.-listed REITs and limited geographic diversification to Canadian and select international real estate equities. Managed by Strategic Real Estate Income Fund Management or an affiliated sponsor headquartered in Toronto, Canada, the fund launched in recent years amid growing demand for yield-enhancing strategies in volatile markets. It operates without direct subsidiaries but aligns with broader asset management platforms offering similar covered call ETFs on equities, fixed income, and preferred shares. Recent developments include a strategic rebranding or ticker adjustment in late 2025 to emphasize REIT-specific focus following portfolio optimizations; enhancements to its options overlay for improved risk-adjusted returns amid rising interest rates; and a key distribution increase announced in Q4 2025, reflecting strong underlying REIT performance and option income capture. The fund also expanded its eligible universe to include more growth-oriented REITs in logistics and healthcare, positioning it for expansion into underserved income segments.