Who Owns PermRock Royalty Trust Trust Unit (PRT)?Hedge Fund & Institutional Holders

$3.43-0.03 (-0.87%)TechnologyNYSE

Institutional Holders

25

as of Q4 2025

Total Institutional Value

$1.5380411312965002e+21T

% of Float Held

—

QoQ Change in Holders

+9 / -1

Price History

$2.61$3.07$3.54$4.00$4.47Aug 24Jun 25Mar 26

PRT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
HOWARD FINANCIAL SERVICES, LTD.New Position+29K+$80K
CWA Asset Management Group, LLCNew Position+15K+$41K
HHM Wealth Advisors, LLCNew Position+4K+$12K
Atlantic Union Bankshares CorpNew Position+4K+$9K
UBS Group AGNew Position+2K+$6K
TUCKER ASSET MANAGEMENT LLCNew Position+2K+$5K
CITADEL ADVISORS LLCNew Position+38K+$0
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+41K+$0
JANE STREET GROUP, LLCNew Position+19K+$0
WELLS FARGO & COMPANY/MNIncreased+1+$-1K
MORGAN STANLEYIncreased+1+$-5.8M

PRT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BlackRock, Inc.Decreased-12K-$294.5M
AMERIFLEX GROUP, INC.Decreased-5K-$39.8M
OSAIC HOLDINGS, INC.Decreased-300-$11.1M
Creekmur Asset Management LLCClosed Position-0-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CERTUITY, LLC55,000$153K0.01%Share
2HOWARD FINANCIAL SERVICES, LTD.28,741$80K0.01%Share
3CWA Asset Management Group, LLC14,665$41K0.00%Share
4AMERIFLEX GROUP, INC.5,000$13K0.01%Share
5HHM Wealth Advisors, LLC4,300$12K0.00%Share
6Atlantic Union Bankshares Corp3,500$9K0.00%Share
7UBS Group AG2,336$6K0.00%Share
8TUCKER ASSET MANAGEMENT LLC1,960$5K0.00%Share
9BARCLAYS PLC3,221$00.00%Share
10JANE STREET GROUP, LLC19,023$00.00%Share
11ROYAL BANK OF CANADA5,000$00.00%Share
12CITADEL ADVISORS LLC2,593$00.00%Share
13CITADEL ADVISORS LLC35,365$00.00%Share
14SUSQUEHANNA INTERNATIONAL GROUP, LLP40,627$00.00%Share
15BANK OF AMERICA CORP /DE/269$00.00%Share
16WELLS FARGO & COMPANY/MN1$00.00%Share
17MORGAN STANLEY414$00.00%Share
18MORGAN STANLEY2$00.00%Share
19MORGAN STANLEY1,050$00.00%Share
20BlackRock, Inc.54,017$00.00%Share
21BlackRock, Inc.7,722$00.00%Share
22Sound Income Strategies, LLC49$00.00%Share
23HARBOUR INVESTMENTS, INC.100$00.00%Share
24PNC FINANCIAL SERVICES GROUP, INC.15,000$00.00%Share
25OSAIC HOLDINGS, INC.2,458$00.00%Share

PRT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202521$319K+8
Q3 202513$664.3M-1
Q2 202514$934.8M-2
Q1 202516$1.0B-4
Q4 202420$245.9B+6
Q3 202414$678.1B-2
Q2 202416$519.3B+3
Q1 202413$580.3B—

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As of Q4 2025, 25 institutional investors hold PRT (PermRock Royalty Trust Trust Unit). The largest holder is CERTUITY, LLC with $153K in shares. This quarter, 9 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own PRT?

As of Q4 2025, 25 institutional investors report holding PRT (PermRock Royalty Trust Trust Unit) in their 13F filings.

Who is the largest institutional holder of PRT?

The largest institutional holder of PRT is CERTUITY, LLC with $153K in shares.

Is institutional ownership of PRT increasing or decreasing?

This quarter, 9 institutions opened new positions in PRT and 1 closed their positions.