Scully RoyaltySRL

13F holders, Q4 2024 (December 31)
13holders +1
1new positions
1sold out
1famous investor
$9.25avg. 13F price*

At the end of Q4 2024, 13 institutions reported holding Scully Royalty Ltd. (SRL) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Iat Reinsurance Co. LTD. ($31.6M), Nantahala Capital Management, LLC ($3.4M) and Morgan Stanley ($1.9M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Scully Royalty Ltd.
CUSIP
G7T96K107
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 15Q1 2024Q2 2024: 15Q2 2024Q3 2024: 12Q3 2024Q4 2024: 13Q4 2024Q1 2025: 12Q1 2025Q2 2025: 13Q2 2025Q3 2025: 14Q3 2025Q4 2025: 14Q4 2025Q1 2026: 17Q1 2026Q2 2026: 15Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$208K
Exits1$361K

All 13F filers, Q3 2024 → Q4 2024: 159,821 shares bought and 133,620 shares sold, net +26,201 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

Iat Reinsurance Co. LTD. 7.39% No change 3,416,664 $31.6M
Nantahala Capital Management, LLC 0.24% Add +54.1% 368,596 $3.4M
Morgan Stanley 0.00% Add +1.0% 209,171 $1.9M
Royal Bank of Canada 0.00% Reduce -28.4% 183,734 $1.7M
Renaissance Technologies 0.00% Add +1.2% 60,714 $562K
SVB Wealth LLC 0.00% New 22,455 $208K
Wells Fargo & Company 0.00% Reduce -44.5% 12,477 $115K
UBS Group AG 0.00% Add +1452.2% 5,557 $51K
Founders Capital Management 0.01% No change 1,177 $11K
Larson Financial Group LLC 0.00% No change 226 $2K
Osaic Holdings, Inc. 0.00% No change 65 $601
PFS Partners, LLC 0.00% No change 58 $537
SBI Securities Co., Ltd. 0.00% — 5 $46

"% of holder's portfolio" is SRL's weight in each manager's 13F, not the share of Scully Royalty Ltd. the manager owns.