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SAN JUAN BASIN ROYALTY TRUST hedge fund holdings

SJTNYSE
$3.69-0.07 (-1.86% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SJT · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-42.3%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252726$23.6M$12.1M81Aug 14, 2025
Q3 20252622$13.6M$13M84Nov 14, 2025
Q4 20252828$10.6M$7.69M84Feb 14, 2026
Q1 20262819$12.6M$7.58M85May 15, 2026
Q2 20262430$6.11M$3.45M74Aug 14, 2026

Quarterly action breakdown

Q2 2026
74 filers
New position
6
$478K+149K sh
Increased
18
$5.63M+1.76M sh
Reduced
19
-$2.89M-901K sh
Out / sold
11
-$556K-173K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Cannell Capital LLCAdded 33.35%+$974K$3.89M2.61%Aug 18, 2026
Punch & Associates Investment Management, Inc.Reduce 31.71%-$956K$2.06M0.10%Aug 14, 2026
Lesa Sroufe & CoAdded 67.57%+$752K$1.87M1.33%Jul 22, 2026
PKS Advisory Services, LLCNew Buy+$122K$122K0.02%Aug 4, 2026
Argent Trust CoNew Buy+$113K$113K0.00%Aug 6, 2026
GK Wealth Management LLCSell 100%-$101K$00.00%Jul 7, 2026
Delta Investment Management, LLCReduce 40.01%-$73.8K$111K0.02%Aug 13, 2026
Pekin Hardy Strauss, Inc.Reduce 37.00%-$67.4K$115K0.01%Jul 30, 2026
V-Square Quantitative Management LLCSell 100%-$55K$00.00%Jul 27, 2026
Rahlfs Capital, LLCSell 100%-$52.8K$00.00%Jul 28, 2026
Kovack Advisors, Inc.Sell 100%-$48.7K$00.00%Jul 29, 2026
Financial Gravity Companies, Inc.Sell 100%-$38.2K$00.00%Aug 5, 2026
Kingswood Wealth Advisors, LLCReduce 6.33%-$33.7K$499K0.02%Jul 27, 2026
Meixler Investment Management, Ltd.Reduce 17.25%-$29.9K$143K0.08%Aug 3, 2026
Clear Harbor Asset Management, LLCReduce 26.02%-$24.1K$68.5K0.00%Aug 12, 2026
Moors & Cabot, Inc.Added 0.86%+$23.5K$2.76M0.11%Aug 10, 2026
Welch Group, LLCAdded 18.33%+$17.7K$114K0.00%Jul 23, 2026
Aptus Capital Advisors, LLCAdded 50.00%+$16.1K$48.2K0.00%Aug 12, 2026
SevenBridge Financial Group, LLCAdded 50.00%+$12.7K$38K0.01%Aug 12, 2026
Wedbush Securities IncReduce 14.81%-$6.44K$37K0.00%Jul 28, 2026
Atlas Wealth Partners, LLCReduce 4.75%-$6.42K$129K0.14%Jul 27, 2026
Beck Mack & Oliver LLCReduce 12.20%-$6.1K$43.9K0.00%Aug 14, 2026
Ameriflex Group, Inc.Reduce 29.41%-$4.82K$11.6K0.00%Aug 14, 2026
Morse Asset Management, IncReduce 64.54%-$2.92K$1.61K0.00%Aug 13, 2026
JNBA Financial AdvisorsNew Buy+$321$3210.00%Jul 23, 2026

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