HighTower Advisors
PBT

HighTower Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

HighTower Advisors’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.54M Sell
71,588
-109
-0.2% -$2.12K ﹤0.01% 1878
2025
Q4 		$1.22M Buy
71,697
+604
+0.8% +$10.8K ﹤0.01% 1983
2025
Q3 		$1.3M Buy
71,093
+30,556
+75% +$476K ﹤0.01% 1916
2025
Q2 		$505K Buy
40,537
+11,556
+40% +$123K ﹤0.01% 2518
2025
Q1 		$287K Sell
28,981
-184
-0.6% -$2K ﹤0.01% 2900
2024
Q4 		$323K Sell
29,165
-121
-0.4% -$1.45K ﹤0.01% 2835
2024
Q3 		$349K Sell
29,286
-525
-2% -$5.91K ﹤0.01% 2699
2024
Q2 		$336K Buy
29,811
+322
+1% +$3.91K ﹤0.01% 2631
2024
Q1 		$356K Buy
29,489
+3,376
+13% +$45.9K ﹤0.01% 2552
2023
Q4 		$364K Buy
26,113
+318
+1% +$5.69K ﹤0.01% 2567
2023
Q3 		$547K Buy
25,795
+252
+1% +$5.71K ﹤0.01% 2176
2023
Q2 		$636K Buy
25,543
+89
+0.3% +$2.2K ﹤0.01% 2036
2023
Q1 		$621K Buy
25,454
+2,898
+13% +$69K ﹤0.01% 1968
2022
Q4 		$570K Buy
22,556
+1,448
+7% +$29.9K ﹤0.01% 2041
2022
Q3 		$345K Buy
21,108
+7,362
+54% +$128K ﹤0.01% 2258
2022
Q2 		$228K Buy
13,746
+1,814
+15% +$28.1K ﹤0.01% 2543
2022
Q1 		$148K Buy
+11,932
New +$154K ﹤0.01% 2909
2015
Q2 		– Sell
-14,495
Closed -$741K – 1688
2015
Q1 		$741K Buy
+14,495
New +$137K 0.01% 926

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors's PBT Position: Q1 2026 in Review

HighTower Advisors reduced its Permian Basin Royalty Trust (PBT) stake by 0.15% in Q1 2026, selling an estimated $2.12K and leaving 71,588 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

HighTower Advisors first reported a position in PBT in Q1 2015 and has held it in 18 quarters since. 96 funds tracked by Wall St. Rank hold PBT as of Q1 2026.

  • HighTower Advisors held 71,588 shares of Permian Basin Royalty Trust worth $1.54M as of Q1 2026.
  • HighTower Advisors sold 109 Permian Basin Royalty Trust shares in Q1 2026, an estimated $2.12K.
  • Permian Basin Royalty Trust made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1878 holding.
  • HighTower Advisors first reported a position in Permian Basin Royalty Trust in Q1 2015 and has held it in 18 quarters since.
  • 96 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.