EGM
PRT

Engineers Gate Manager’s PermRock Royalty Trust Unit PRT Stock Holding History

Engineers Gate Manager’s Portfolio PRT Stock Details PRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,518
Closed -$58.1K – 2488
2024
Q4 		$58.1K Buy
+16,518
New +$63.6K ﹤0.01% 2067

Other funds holding PRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
AG
AmeriFlex Group Las Vegas, Nevada $198M AUM 27.84% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Engineers Gate Manager's PRT Position: Q1 2025 in Review

Engineers Gate Manager sold out of PermRock Royalty Trust Unit (PRT) in Q1 2025, closing a stake of 16,518 shares — an estimated $58.1K sold.

Engineers Gate Manager first reported a position in PRT in Q4 2024 and held it in 1 quarter. The position peaked at $58.1K in Q4 2024. 14 funds tracked by Wall St. Rank hold PRT as of Q1 2025.

  • Engineers Gate Manager reported no remaining PermRock Royalty Trust Unit position as of Q1 2025 after selling out during the quarter.
  • Engineers Gate Manager sold 16,518 PermRock Royalty Trust Unit shares in Q1 2025, an estimated $58.1K.
  • Engineers Gate Manager first reported a position in PermRock Royalty Trust Unit in Q4 2024 and held it in 1 quarter.
  • Engineers Gate Manager's PermRock Royalty Trust Unit position peaked at $58.1K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held PermRock Royalty Trust Unit as of Q1 2025.

Based on Engineers Gate Manager's 13F filing for Q1 2025, filed 15 May 2025.