Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / Units of Beneficial Interest
-
Shares outstanding
-
12,151,396
-
Total 13F shares
-
218,055
-
Share change
-
-13,091
-
Total reported value
-
$867,113
-
Price per share
-
$3.98
-
Number of holders
-
15
-
Value change
-
-$52,824
-
Number of buys
-
3
-
Number of sells
-
3
Institutional Holders of PermRock Royalty Trust - Units of Beneficial Interest (PRT) as of Q3 2025
As of 30 Sep 2025,
PermRock Royalty Trust - Units of Beneficial Interest (PRT) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
218,055 shares.
The largest 10 holders included
BlackRock, Inc., CERTUITY, LLC, HOWARD FINANCIAL SERVICES, LTD., PNC Financial Services Group, Inc., CWA Asset Management Group, LLC, AMERIFLEX GROUP, INC., ROYAL BANK OF CANADA, HHM Wealth Advisors, LLC, Atlantic Union Bankshares Corp, and BARCLAYS PLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.