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Atria Investments’s Ring Energy REI Stock Holding History

Atria Investments’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-173,583
Closed -$200K – 2065
2025
Q1 		$200K Buy
173,583
+28,285
+19% +$36.9K ﹤0.01% 1826
2024
Q4 		$198K Buy
145,298
+1,791
+1% +$2.69K ﹤0.01% 1793
2024
Q3 		$230K Buy
+143,507
New +$257K ﹤0.01% 1754

Other funds holding REI

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Atria Investments's REI Position: Q2 2025 in Review

Atria Investments sold out of Ring Energy (REI) in Q2 2025, closing a stake of 173,583 shares — an estimated $200K sold.

Atria Investments first reported a position in REI in Q3 2024 and held it in 3 quarters. The position peaked at $230K in Q3 2024. 132 funds tracked by Wall St. Rank hold REI as of Q2 2025.

  • Atria Investments reported no remaining Ring Energy position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 173,583 Ring Energy shares in Q2 2025, an estimated $200K.
  • Atria Investments first reported a position in Ring Energy in Q3 2024 and held it in 3 quarters.
  • Atria Investments's Ring Energy position peaked at $230K in Q3 2024.
  • 132 funds tracked by Wall St. Rank held Ring Energy as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.