San Juan Basin Royalty TRSJT
13F holders, Q1 2025 (March 31)86holders −1
11new positions
12sold out
$5.51avg. 13F price*
At the end of Q1 2025, 86 institutions reported holding San Juan Basin Royalty TR (SJT) in their 13F filings, down 1 from Q4 2024. 11 opened new positions and 12 sold out. The largest holders were Cannell Capital LLC ($16.8M), Horizon Kinetics Asset Management LLC ($13.7M) and Morgan Stanley ($4.4M).
- Company
- San Juan Basin Royalty TR
- CUSIP
- 798241105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.8M |
| Exits | 12 | $626K |
All 13F filers, Q4 2024 → Q1 2025: 4,432,127 shares bought and 525,291 shares sold, net +3,906,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Cannell Capital LLC | 5.70% | Add +66.4% | 3,045,408 | $16.8M |
| Horizon Kinetics Asset Management LLC | 0.16% | Add +36.1% | 2,470,132 | $13.7M |
| Morgan Stanley | 0.00% | Add +6.8% | 794,279 | $4.4M |
| Mountaineer Partners Management, LLC | 3.81% | No change | 719,054 | $4.0M |
| Prelude Capital Management, LLC | 0.37% | Add +243.7% | 671,348 | $3.7M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Reduce -8.9% | 639,243 | $3.5M |
| Principia Wealth Advisory, LLC | 3.23% | Add +3003.3% | 653,767 | $3.4M |
| RR Advisors, LLC | 0.55% | Add +190.9% | 416,000 | $2.3M |
| Lesa Sroufe & Co | 1.77% | — | 320,329 | $1.8M |
| McDaniel Terry & Co. | 0.15% | No change | 318,076 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +45.6% | 297,699 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.14% | New | 279,035 | $1.5M |
| Pingora Partners LLC | 1.12% | Reduce -2.5% | 272,788 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +190.5% | 243,016 | $1.3M |
| Mraz, Amerine & Associates, Inc. | 0.18% | No change | 189,246 | $1.0M |
| Boothbay Fund Management, LLC | 0.03% | New | 152,592 | $844K |
| Financial Sense Advisors, Inc. | 0.23% | New | 144,943 | $802K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.3% | 116,929 | $645K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +305.8% | 93,523 | $516K |
| Two Sigma Investments, LP | 0.00% | Reduce -1.9% | 92,334 | $511K |
| Wells Fargo & Company | 0.00% | Reduce -4.9% | 88,115 | $487K |
| Greenfield Seitz Capital Management, LLC | 0.18% | Reduce -10.6% | 85,650 | $474K |
| State of Wyoming | 0.06% | Add +36.5% | 78,628 | $435K |
| Simplex Trading, LLC | 0.01% | Add +194.0% | 68,180 | $377K |
| Moors & Cabot, Inc. | 0.02% | Reduce -71.0% | 59,850 | $331K |
| Creative Planning | 0.00% | Add +6.6% | 55,971 | $309K |
| UBS Group AG | 0.00% | Add +23.8% | 52,538 | $291K |
| Bank of America Corp. | 0.00% | Reduce -53.7% | 48,317 | $267K |
| Advisory Services Network, LLC | 0.01% | New | 48,227 | $267K |
| Ameriflex Group, Inc. | 0.11% | Reduce -13.1% | 47,050 | $260K |
| Waverly Advisors, LLC | 0.00% | No change | 43,316 | $239K |
| Meixler Investment Management, Ltd. | 0.15% | Add +7.0% | 40,450 | $224K |
| First Financial Bankshares Inc | 0.00% | No change | 37,500 | $207K |
| Osaic Holdings, Inc. | 0.00% | Add +15.7% | 35,488 | $196K |
| Clear Harbor Asset Management, LLC | 0.01% | Reduce -19.4% | 30,825 | $170K |
| Heritage Trust Co | 0.02% | No change | 30,201 | $167K |
| Roundview Capital LLC | 0.01% | No change | 30,000 | $166K |
| Ingalls & Snyder LLC | 0.01% | No change | 28,650 | $158K |
| Group One Trading LLC | 0.01% | Add +447.4% | 24,290 | $134K |
| Atlas Wealth Partners, LLC | 0.17% | Add +21.2% | 24,300 | $134K |
| Welch Group, LLC | 0.01% | New | 22,008 | $121K |
| Jane Street Group, LLC | 0.00% | Reduce -64.0% | 20,918 | $116K |
| Ameriprise Financial Inc. | 0.00% | No change | 20,464 | $113K |
| Kovack Advisors, Inc. | 0.01% | No change | 20,000 | $111K |
| Fonville Wealth Management LLC | 0.03% | New | 18,475 | $102K |
| Northern Trust Corp. | 0.00% | New | 17,403 | $96K |
| Beck Mack & Oliver LLC | 0.00% | Reduce -15.4% | 16,480 | $91K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | No change | 15,825 | $88K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -46.8% | 15,199 | $84K |
| Foundation Resource Management Inc. | 0.01% | No change | 14,565 | $81K |
| Waterloo Capital, L.P. | 0.01% | No change | 12,910 | $71K |
| Wedbush Securities Inc. | 0.00% | No change | 12,000 | $66K |
| LPL Financial LLC | 0.00% | Reduce -10.1% | 11,898 | $66K |
| Westfuller Advisors, LLC | 0.04% | New | 11,430 | $63K |
| Delta Investment Management, LLC | 0.01% | No change | 10,911 | $60K |
| Pecaut & Co. | 0.02% | No change | 10,000 | $55K |
| National Bank of Canada | 0.00% | No change | 10,000 | $55K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 6,398 | $35K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.8% | 6,000 | $33K |
| Chilton Capital Management LLC | 0.00% | No change | 4,200 | $23K |
| FMR LLC | 0.00% | Reduce -15.6% | 3,120 | $17K |
| Royal Bank of Canada | 0.00% | No change | 3,000 | $17K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,000 | $17K |
| Rothschild Investment LLC | 0.00% | No change | 2,537 | $14K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,000 | $11K |
| SouthState Bank Corp | 0.00% | No change | 2,000 | $11K |
| Manchester Capital Management LLC | 0.00% | No change | 1,900 | $11K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,275 | $7K |
| MAI Capital Management | 0.00% | No change | 1,150 | $6K |
| NFSG Corp | 0.00% | Reduce -66.9% | 721 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 597 | $3K |
| BlackRock, Inc. | 0.00% | Reduce -6.0% | 590 | $3K |
| Bokf, NA | 0.00% | No change | 462 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 395 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -77.1% | 336 | $2K |
| Sierra Ocean, LLC | 0.00% | New | 330 | $2K |
| Allworth Financial LP | 0.00% | Add +0.3% | 289 | $2K |
| Princeton Global Asset Management LLC | 0.00% | New | 250 | $1K |
| Creekmur Asset Management LLC | 0.00% | Reduce -2.0% | 242 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 200 | $1K |
| Signaturefd, LLC | 0.00% | No change | 200 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 197 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | New | 28 | $133 |
| NewEdge Advisors, LLC | 0.00% | No change | 4 | $22 |
| Nemes Rush Group LLC | 0.00% | No change | 4 | $22 |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1 | $6 |
"% of holder's portfolio" is SJT's weight in each manager's 13F, not the share of San Juan Basin Royalty TR the manager owns.