Citadel Advisors
SJT

Citadel Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

Citadel Advisors’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$742K Sell
154,244
-87,531
-36% -$480K ﹤0.01% 8383
2025
Q4 		$1.36M Buy
241,775
+165,673
+218% +$959K ﹤0.01% 6736
2025
Q3 		$460K Buy
76,102
+43,668
+135% +$257K ﹤0.01% 9346
2025
Q2 		$194K Buy
+32,434
New +$197K ﹤0.01% 10706
2025
Q1 		– Sell
-49,950
Closed -$235K – 15470
2024
Q4 		$191K Buy
+49,950
New +$200K ﹤0.01% 10530
2024
Q1 		– Sell
-42,009
Closed -$213K – 15363
2023
Q4 		$213K Buy
42,009
+40,527
+2,735% +$271K ﹤0.01% 9832
2023
Q3 		$10.3K Sell
1,482
-3,688
-71% -$26.6K ﹤0.01% 13073
2023
Q2 		$38.4K Buy
+5,170
New +$43.9K ﹤0.01% 12098
2023
Q1 		– Sell
-566
Closed -$5.88K – 15438
2022
Q4 		$6.46K Buy
+566
New +$6.21K ﹤0.01% 13916
2022
Q3 		– Sell
-173,965
Closed -$2.05M – 13520
2022
Q2 		$1.51M Buy
173,965
+98,992
+132% +$1.08M ﹤0.01% 6119
2022
Q1 		$658K Buy
+74,973
New +$525K ﹤0.01% 8728
2021
Q4 		– Sell
-46,441
Closed -$291K – 14674
2021
Q3 		$235K Buy
46,441
+19,211
+71% +$93K ﹤0.01% 11617
2021
Q2 		$140K Buy
27,230
+8,518
+46% +$42.7K ﹤0.01% 12569
2021
Q1 		$74K Buy
18,712
+7,887
+73% +$29.8K ﹤0.01% 12702
2020
Q4 		$29K Sell
10,825
-21,555
-67% -$66.8K ﹤0.01% 10717
2020
Q3 		$81K Sell
32,380
-2,881
-8% -$7.36K ﹤0.01% 9384
2020
Q2 		$80K Buy
35,261
+21,846
+163% +$54.9K ﹤0.01% 9110
2020
Q1 		$28K Sell
13,415
-935
-7% -$2.21K ﹤0.01% 9211
2019
Q4 		$36K Buy
14,350
+1,006
+8% +$2.54K ﹤0.01% 8829
2019
Q3 		$40K Sell
13,344
-10,599
-44% -$30.5K ﹤0.01% 8769
2019
Q2 		$92K Sell
23,943
-12,815
-35% -$56.7K ﹤0.01% 8561
2019
Q1 		$197K Buy
36,758
+4,410
+14% +$22K ﹤0.01% 8226
2018
Q4 		$155K Buy
32,348
+14,795
+84% +$78.1K ﹤0.01% 8038
2018
Q3 		$87K Buy
+17,553
New +$101K ﹤0.01% 8628
2018
Q1 		– Sell
-37,611
Closed -$335K – 8729
2017
Q4 		$310K Sell
37,611
-382
-1% -$3.01K ﹤0.01% 6408
2017
Q3 		$298K Buy
37,993
+351
+0.9% +$2.46K ﹤0.01% 6082
2017
Q2 		$256K Buy
37,642
+10,530
+39% +$76.2K ﹤0.01% 6174
2017
Q1 		$196K Buy
27,112
+1,354
+5% +$9.45K ﹤0.01% 6543
2016
Q4 		$171K Sell
25,758
-10,425
-29% -$65.7K ﹤0.01% 6413
2016
Q3 		$213K Sell
36,183
-1,677
-4% -$10.5K ﹤0.01% 6219
2016
Q2 		$275K Sell
37,860
-2,399
-6% -$15.5K ﹤0.01% 5352
2016
Q1 		$207K Sell
40,259
-12,804
-24% -$62.1K ﹤0.01% 5597
2015
Q4 		$220K Sell
53,063
-22,693
-30% -$151K ﹤0.01% 5682
2015
Q3 		$717K Sell
75,756
-37,938
-33% -$394K ﹤0.01% 4269
2015
Q2 		$1.22M Sell
113,694
-152,711
-57% -$1.69M ﹤0.01% 3711
2015
Q1 		$3.19M Buy
266,405
+166,657
+167% +$2.31M ﹤0.01% 2515
2014
Q4 		$1.42M Buy
99,748
+942
+1% +$16K ﹤0.01% 3319
2014
Q3 		$1.88M Sell
98,806
-8,773
-8% -$163K ﹤0.01% 2907
2014
Q2 		$2.08M Sell
107,579
-4,722
-4% -$88.7K ﹤0.01% 2707
2014
Q1 		$1.98M Buy
112,301
+21,046
+23% +$365K ﹤0.01% 2675
2013
Q4 		$1.53M Sell
91,255
-6,776
-7% -$111K ﹤0.01% 2804
2013
Q3 		$1.57M Sell
98,031
-18,793
-16% -$309K ﹤0.01% 2632
2013
Q2 		$1.88M Buy
+116,824
New +$1.8M ﹤0.01% 2552

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

Citadel Advisors's SJT Position: Q1 2026 in Review

Citadel Advisors reduced its San Juan Basin Royalty Trust (SJT) stake by 36% in Q1 2026, selling an estimated $480K and leaving 154,244 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #8383.

Citadel Advisors first reported a position in SJT in Q2 2013 and has held it in 43 quarters since. The position peaked at $3.19M in Q1 2015. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Citadel Advisors held 154,244 shares of San Juan Basin Royalty Trust worth $742K as of Q1 2026.
  • Citadel Advisors sold 87,531 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $480K.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #8383 holding.
  • Citadel Advisors first reported a position in San Juan Basin Royalty Trust in Q2 2013 and has held it in 43 quarters since.
  • Citadel Advisors's San Juan Basin Royalty Trust position peaked at $3.19M in Q1 2015.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.