STEW

SRH TOTAL RETURN FUND INC

Institutional Ownership · Q4 2025

Filing: Q4 2025

SRH TOTAL RETURN FUND INC (STEW) is held by 118 institutional investors with combined holdings of $269M. Major holders include MORGAN STANLEY, JP Wealth Management, Inc, Bulldog Investors, LLP.

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Institutional Holders

118

Total Value

$269.0M

Ownership %

15.0%

🏦 Top Institutional Holders

JP Wealth Management, Inc.

1.5M shares

$27.4M

1.53% ownership

Bulldog Investors, LLP

1.2M shares

$23.1M

1.29% ownership

1607 Capital Partners, LLC

865.8K shares

$16.1M

0.90% ownership

Allspring Global Investments Holdings, LLC

658.2K shares

$12.2M

0.68% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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