PermRock Royalty Trust - Units of Beneficial Interest (PRT)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / Units of Beneficial Interest
Shares outstanding
12,151,396
Total 13F shares
302,413
Share change
+84,358
Total reported value
$844,293
Price per share
$2.79
Number of holders
21
Value change
+$235,378
Number of buys
7
Number of sells
3

Institutional Holders of PermRock Royalty Trust - Units of Beneficial Interest (PRT) as of Q4 2025

As of 31 Dec 2025, PermRock Royalty Trust - Units of Beneficial Interest (PRT) was held by 21 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 302,413 shares. The largest 10 holders included BlackRock, Inc., CERTUITY, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, HOWARD FINANCIAL SERVICES, LTD., JANE STREET GROUP, LLC, PNC Financial Services Group, Inc., CWA Asset Management Group, LLC, ROYAL BANK OF CANADA, and AMERIFLEX GROUP, INC.. This page lists 21 institutional shareholders reporting positions in this security for the Q4 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.