PermRock Royalty Trust
PRT- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001724009
No open-market purchases or sales by PermRock Royalty Trust insiders were filed in the last 90 days; 19 institutions reported holding it in 13F filings for Q2 2026, worth $869.0K in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in PermRock Royalty Trust as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 14
- −5 vs. Q4 2024
- Shares held
- 246.4K
- −14.5K (−5.6%) vs. Q4 2024
- Total value
- $1.06M
- +$130.8K (+14.1%) vs. Q4 2024
- New holders
- 0
- 4 more added
- Sold out
- 5
- 3 more reduced
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PRT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 19 | $869.0K |
| Q1 2026 | 19 | $797.1K |
| Q4 2025 | 21 | $844.3K |
| Q3 2025 | 16 | $867.1K |
| Q2 2025 | 15 | $965.9K |
| Q1 2025 | 14 | $1.06M |
| Q4 2024 | 19 | $928.4K |
| Q3 2024 | 16 | $985.7K |
| Q2 2024 | 17 | $891.9K |
| Q1 2024 | 14 | $866.6K |
| Q4 2023 | 12 | $640.0K |
| Q3 2023 | 13 | $1.07M |
| Q2 2023 | 15 | $922.7K |
| Q1 2023 | 15 | $1.11M |
| Q4 2022 | 16 | $1.20M |
| Q3 2022 | 14 | $559.0K |
| Q2 2022 | 12 | $705.1K |
| Q1 2022 | 10 | $690.0K |
| Q4 2021 | 7 | $435.0K |
| Q3 2021 | 8 | $349.0K |
| Q2 2021 | 9 | $694.0K |
| Q1 2021 | 8 | $1.02M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding PermRock Royalty Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 49 | $209 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 100 | $430 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,466 | $6.30K | 0.00% | +1+0.1% | Added |
| UBS Group AG | 1,656 | $7.12K | 0.00% | −7,985−82.8% | Reduced |
| Advisor Group Holdings, Inc. | 2,740 | $11.8K | 0.00% | +14+0.5% | Added |
| Barclays PLC | 3,221 | $13.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,300 | $18.4K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 13,100 | $56.3K | 0.02% | −2,500−16.0% | Reduced |
| CWA Asset Management Group, LLC | 14,665 | $62.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15,000 | $64.5K | 0.00% | +14,000+1,400.0% | Added |
| Susquehanna International Group, LLP | 24,662 | $106.0K | 0.00% | +11,736+90.8% | Added |
| Royal Bank of Canada | 36,414 | $157.0K | 0.00% | −1,186−3.2% | Reduced |
| Camden Capital, LLC | 55,000 | $236.5K | 0.02% | 00.0% | Unchanged |
| BlackRock, Inc. | 73,988 | $318.1K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −16,518−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,124−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −1,960−100.0% | Sold out |