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 		$211K Buy
43,800
+13,400
+44% +$73.4K ﹤0.01% 11312
2025
Q4 		$171K Sell
30,400
-158,400
-84% -$917K ﹤0.01% 11180
2025
Q3 		$1.14M Sell
188,800
-82,300
-30% -$484K ﹤0.01% 7246
2025
Q2 		$1.62M Buy
271,100
+185,700
+217% +$1.13M ﹤0.01% 6111
2025
Q1 		$472K Buy
85,400
+70,300
+466% +$331K ﹤0.01% 8592
2024
Q4 		$57.8K Buy
+15,100
New +$60.4K ﹤0.01% 12226
2024
Q1 		– Sell
-53,100
Closed -$270K – 15362
2023
Q4 		$270K Sell
53,100
-90,700
-63% -$606K ﹤0.01% 9366
2023
Q3 		$997K Sell
143,800
-178,200
-55% -$1.28M ﹤0.01% 6556
2023
Q2 		$2.39M Sell
322,000
-3,300
-1% -$28K ﹤0.01% 4841
2023
Q1 		$3.42M Buy
325,300
+44,300
+16% +$460K ﹤0.01% 4427
2022
Q4 		$3.21M Buy
281,000
+118,700
+73% +$1.3M ﹤0.01% 4642
2022
Q3 		$1.53M Buy
162,300
+137,100
+544% +$1.61M ﹤0.01% 6128
2022
Q2 		$219K Buy
25,200
+4,100
+19% +$44.6K ﹤0.01% 10508
2022
Q1 		$185K Sell
21,100
-7,200
-25% -$50.4K ﹤0.01% 11631
2021
Q4 		$172K Buy
28,300
+4,300
+18% +$27K ﹤0.01% 12082
2021
Q3 		$121K Sell
24,000
-8,500
-26% -$41.2K ﹤0.01% 12638
2021
Q2 		$167K Buy
32,500
+10,300
+46% +$51.7K ﹤0.01% 12388
2021
Q1 		$88K Buy
22,200
+900
+4% +$3.4K ﹤0.01% 12582
2020
Q4 		$57K Buy
21,300
+400
+2% +$1.24K ﹤0.01% 10516
2020
Q3 		$52K Buy
20,900
+100
+0.5% +$256 ﹤0.01% 9590
2020
Q2 		$47K Sell
20,800
-4,800
-19% -$12.1K ﹤0.01% 9337
2020
Q1 		$54K Buy
25,600
+12,500
+95% +$29.6K ﹤0.01% 8999
2019
Q4 		$33K Buy
+13,100
New +$33.1K ﹤0.01% 8842
2019
Q2 		– Sell
-15,900
Closed -$85K – 9782
2019
Q1 		$85K Sell
15,900
-25,500
-62% -$127K ﹤0.01% 8608
2018
Q4 		$199K Buy
+41,400
New +$219K ﹤0.01% 7867
2018
Q3 		– Sell
-13,500
Closed -$78K – 9645
2018
Q2 		$78K Sell
13,500
-15,600
-54% -$105K ﹤0.01% 8329
2018
Q1 		$230K Buy
+29,100
New +$259K ﹤0.01% 7130
2016
Q1 		– Sell
-1,900
Closed -$8K – 7840
2015
Q4 		$8K Sell
1,900
-1,800
-49% -$11.9K ﹤0.01% 8348
2015
Q3 		$35K Sell
3,700
-500
-12% -$5.19K ﹤0.01% 7818
2015
Q2 		$45K Buy
4,200
+900
+27% +$9.98K ﹤0.01% 7717
2015
Q1 		$40K Sell
3,300
-100
-3% -$1.38K ﹤0.01% 7529
2014
Q4 		$48K Sell
3,400
-1,500
-31% -$25.4K ﹤0.01% 7229
2014
Q3 		$93K Buy
4,900
+3,800
+345% +$70.8K ﹤0.01% 6469
2014
Q2 		$21K Sell
1,100
-3,100
-74% -$58.2K ﹤0.01% 7257
2014
Q1 		$74K Sell
4,200
-1,600
-28% -$27.8K ﹤0.01% 6450
2013
Q4 		$97K Sell
5,800
-10,500
-64% -$173K ﹤0.01% 5640
2013
Q3 		$260K Sell
16,300
-16,400
-50% -$270K ﹤0.01% 4506
2013
Q2 		$525K Buy
+32,700
New +$505K ﹤0.01% 3797

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.