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 		$369K Sell
76,700
-16,700
-18% -$91.5K ﹤0.01% 9994
2025
Q4 		$525K Buy
93,400
+56,200
+151% +$325K ﹤0.01% 8915
2025
Q3 		$225K Sell
37,200
-38,300
-51% -$225K ﹤0.01% 11015
2025
Q2 		$451K Buy
75,500
+73,100
+3,046% +$444K ﹤0.01% 8880
2025
Q1 		$13.3K Sell
2,400
-100
-4% -$471 ﹤0.01% 13406
2024
Q4 		$9.57K Buy
+2,500
New +$10K ﹤0.01% 13638
2024
Q1 		– Sell
-15,900
Closed -$80.8K – 15364
2023
Q4 		$80.8K Sell
15,900
-8,300
-34% -$55.5K ﹤0.01% 11213
2023
Q3 		$168K Sell
24,200
-11,300
-32% -$81.4K ﹤0.01% 10184
2023
Q2 		$264K Buy
35,500
+7,700
+28% +$65.3K ﹤0.01% 9318
2023
Q1 		$292K Sell
27,800
-20,500
-42% -$213K ﹤0.01% 9427
2022
Q4 		$552K Sell
48,300
-37,300
-44% -$409K ﹤0.01% 8036
2022
Q3 		$805K Sell
85,600
-60,100
-41% -$707K ﹤0.01% 7462
2022
Q2 		$1.26M Buy
145,700
+103,600
+246% +$1.13M ﹤0.01% 6488
2022
Q1 		$369K Buy
42,100
+12,900
+44% +$90.3K ﹤0.01% 10113
2021
Q4 		$178K Sell
29,200
-22,800
-44% -$143K ﹤0.01% 12025
2021
Q3 		$263K Buy
52,000
+25,600
+97% +$124K ﹤0.01% 11358
2021
Q2 		$136K Buy
26,400
+11,600
+78% +$58.2K ﹤0.01% 12606
2021
Q1 		$59K Buy
+14,800
New +$55.9K ﹤0.01% 12814
2020
Q4 		– Sell
-12,700
Closed -$32K – 11474
2020
Q3 		$32K Sell
12,700
-8,800
-41% -$22.5K ﹤0.01% 9743
2020
Q2 		$49K Buy
21,500
+2,700
+14% +$6.79K ﹤0.01% 9315
2020
Q1 		$39K Buy
+18,800
New +$44.5K ﹤0.01% 9124
2019
Q3 		– Sell
-16,900
Closed -$65K – 9704
2019
Q2 		$65K Sell
16,900
-20,200
-54% -$89.4K ﹤0.01% 8660
2019
Q1 		$199K Buy
37,100
+5,200
+16% +$26K ﹤0.01% 8215
2018
Q4 		$153K Buy
31,900
+6,600
+26% +$34.8K ﹤0.01% 8048
2018
Q3 		$125K Buy
25,300
+10,500
+71% +$60.2K ﹤0.01% 8478
2018
Q2 		$86K Buy
+14,800
New +$99.4K ﹤0.01% 8299
2017
Q1 		– Sell
-14,500
Closed -$96K – 7981
2016
Q4 		$96K Buy
+14,500
New +$91.4K ﹤0.01% 6694
2016
Q1 		– Sell
-5,500
Closed -$23K – 7841
2015
Q4 		$23K Buy
5,500
+2,800
+104% +$18.6K ﹤0.01% 7837
2015
Q3 		$26K Sell
2,700
-2,900
-52% -$30.1K ﹤0.01% 8016
2015
Q2 		$60K Buy
5,600
+4,300
+331% +$47.7K ﹤0.01% 7535
2015
Q1 		$16K Sell
1,300
-900
-41% -$12.5K ﹤0.01% 8042
2014
Q4 		$31K Sell
2,200
-6,300
-74% -$107K ﹤0.01% 7532
2014
Q3 		$162K Sell
8,500
-5,200
-38% -$96.9K ﹤0.01% 5946
2014
Q2 		$264K Sell
13,700
-2,100
-13% -$39.5K ﹤0.01% 5227
2014
Q1 		$279K Buy
15,800
+500
+3% +$8.68K ﹤0.01% 5102
2013
Q4 		$256K Buy
15,300
+6,500
+74% +$107K ﹤0.01% 4766
2013
Q3 		$141K Sell
8,800
-2,200
-20% -$36.2K ﹤0.01% 5069
2013
Q2 		$177K Buy
+11,000
New +$170K ﹤0.01% 4766

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.