Scully Royalty Ltd. - Common Shares, par value $0.001 per share (SRL) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2019 to Q3 2025

Type / Class
Equity / Common Shares, par value $0.001 per share
Symbol
SRL on NYSE
Shares outstanding
15,276,554
Price per share
$6.34
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
4,047,842
Total reported value
$24,283,709
% of total 13F portfolios
0%
Share change
-55,277
Value change
-$468,716
Number of holders
14
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Scully Royalty Ltd. - Common Shares, par value $0.001 per share (SRL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SUBIN NEIL S 13% 0% $11,319,926 1,985,952 0% Neil S. Subin 27 Dec 2025

As of 30 Sep 2025, 14 institutional investors reported holding 4,047,842 shares of Scully Royalty Ltd. - Common Shares, par value $0.001 per share (SRL). This represents 26% of the company’s total 15,276,554 outstanding shares.

Top 15 Institutional Shareholders

The largest institutional shareholders of Scully Royalty Ltd. - Common Shares, par value $0.001 per share (SRL) together control 26% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
IAT REINSURANCE CO LTD. 22% 3,416,664 0% 4.3% $20,499,984
Nantahala Capital Management, LLC 2.4% 368,182 0% 0.14% $2,209,092
MORGAN STANLEY 1.3% 192,228 -2.9% 0% $1,153,368
RENAISSANCE TECHNOLOGIES LLC 0.31% 47,814 -10% 0% $286,884
KERR FINANCIAL PLANNING Corp 0.1% 14,964 0% 0.12% $86,043
WELLS FARGO & COMPANY/MN 0.02% 3,592 -72% 0% $21,550
UBS Group AG 0.02% 2,717 -11% 0% $16,302
Founders Capital Management 0.01% 1,177 0% 0% $7,062
Larson Financial Group LLC 0% 226 0% 0% $1,356
ROYAL BANK OF CANADA 0% 100 -100% 0% $1,000
OSAIC HOLDINGS, INC. 0% 65 0% 0% $390
PFS Partners, LLC 0% 58 0% 0% $348
Federation des caisses Desjardins du Quebec 0% 48 0% $288
SBI Securities Co., Ltd. 0% 7 0% 0% $42
RAYMOND JAMES FINANCIAL INC 0% 0 -100% $0

Institutional Holders of Scully Royalty Ltd. - Common Shares, par value $0.001 per share (SRL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 4,047,842 $24,283,709 -$468,716 $6.00 14
2025 Q2 4,088,155 $23,710,934 -$418,012 $5.80 13
2025 Q1 4,151,343 $33,650,296 -$1,049,201 $8.11 12
2024 Q4 4,280,899 $39,598,778 +$350,289 $9.25 13
2024 Q3 4,254,693 $33,993,106 -$204,965 $8.00 12
2024 Q2 4,282,908 $30,422,730 -$540,376 $7.12 15
2024 Q1 4,368,376 $7,727,101 -$50,395 $6.15 14
2023 Q4 4,376,565 $26,664,798 -$111,229 $6.10 14
2023 Q3 4,394,801 $24,993,278 -$65,357 $5.66 12
2023 Q2 4,405,645 $32,030,308 -$175,707 $7.28 14
2023 Q1 4,430,976 $29,763,825 +$146,356 $6.70 16
2022 Q4 4,409,185 $33,971,555 -$177,072 $7.71 12
2022 Q3 4,432,673 $32,854,437 -$2,426,424 $7.40 13
2022 Q2 4,755,397 $38,406,474 -$1,081,247 $8.02 13
2022 Q1 4,736,917 $46,375,580 +$1,402,554 $9.82 13
2021 Q4 4,579,953 $40,579,523 +$3,259,309 $8.86 14
2021 Q3 4,211,578 $47,800,011 -$207,663 $11.33 12
2021 Q2 4,228,953 $51,449,012 +$2,733,736 $12.17 14
2021 Q1 4,010,286 $34,970,217 -$13,491 $8.72 13
2020 Q4 4,016,154 $19,888,005 +$208,380 $4.96 14
2020 Q3 3,972,732 $19,509,005 +$161,564 $4.92 16
2020 Q2 3,939,669 $29,937,008 +$104,140 $7.60 14
2020 Q1 3,928,056 $29,584,008 -$127,186 $7.53 15
2019 Q4 3,941,469 $48,873,012 -$1,176,283 $12.40 15
2019 Q3 4,033,417 $46,988,012 +$3,084,311 $11.65 19
2019 Q2 3,764,980 $50,073,013 +$50,073,013 $13.30 21