Clear Harbor Asset Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Clear Harbor Asset Management’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	$139K	Hold	28,825	–	–	0.01%	426
2025 Q4	$162K	Hold	28,825	–	–	0.01%	418
2025 Q3	$174K	Hold	28,825	–	–	0.01%	398
2025 Q2	$172K	Sell	28,825 -2,000	-6%	-$12.1K	0.01%	386
2025 Q1	$170K	Sell	30,825 -7,436	-19%	-$35K	0.01%	377
2024 Q4	$147K	Buy	+38,261	New	+$153K	0.01%	363
2020 Q4	–	Sell	-1,000	Closed	-$2.51K	–	656
2020 Q3	$2.51K	Buy	+1,000	New	+$2.56K	﹤0.01%	714
2020 Q1	–	Sell	-1,000	Closed	-$2.54K	–	609
2019 Q4	$2.54K	Buy	+1,000	New	+$2.53K	﹤0.01%	723

Other funds holding SJT

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Clear Harbor Asset Management's SJT Position: Q1 2026 in Review

Clear Harbor Asset Management held its San Juan Basin Royalty Trust (SJT) position steady in Q1 2026 at 28,825 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #426.

Clear Harbor Asset Management first reported a position in SJT in Q4 2019 and has held it in 8 quarters since. The position peaked at $174K in Q3 2025. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

Clear Harbor Asset Management held 28,825 shares of San Juan Basin Royalty Trust worth $139K as of Q1 2026.
Clear Harbor Asset Management left its San Juan Basin Royalty Trust share count unchanged in Q1 2026.
San Juan Basin Royalty Trust made up 0.01% of Clear Harbor Asset Management's portfolio in Q1 2026, its #426 holding.
Clear Harbor Asset Management first reported a position in San Juan Basin Royalty Trust in Q4 2019 and has held it in 8 quarters since.
Clear Harbor Asset Management's San Juan Basin Royalty Trust position peaked at $174K in Q3 2025.
88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.