IAT Reinsurance’s Scully Royalty SRL Stock Holding History

IAT Reinsurance’s Portfolio SRL Stock Details SRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.87M	Hold	3,416,664	–	–	1.12%	21
2026 Q1	$26.7M	Hold	3,416,664	–	–	8.63%	4
2025 Q4	$29.2M	Hold	3,416,664	–	–	8.55%	4
2025 Q3	$20.5M	Hold	3,416,664	–	–	4.32%	8
2025 Q2	$19.8M	Hold	3,416,664	–	–	4.45%	7
2025 Q1	$27.7M	Hold	3,416,664	–	–	5.78%	7
2024 Q4	$31.6M	Hold	3,416,664	–	–	6.67%	4
2024 Q3	$27.3M	Hold	3,416,664	–	–	6.19%	5
2024 Q2	$24.3M	Hold	3,416,664	–	–	5.13%	5
2024 Q1	$1.87M	Hold	3,416,664	–	–	0.83%	25
2023 Q4	$20.8M	Hold	3,416,664	–	–	3.85%	7
2023 Q3	$19.3M	Hold	3,416,664	–	–	3.83%	8
2023 Q2	$24.9M	Hold	3,416,664	–	–	4.81%	6
2023 Q1	$22.9M	Hold	3,416,664	–	–	4.68%	4
2022 Q4	$26.3M	Hold	3,416,664	–	–	5.21%	4
2022 Q3	$25.3M	Buy	3,416,664 +200,000	+6%	+$1.64M	4.86%	4
2022 Q2	$25.8M	Hold	3,216,664	–	–	4.7%	4
2022 Q1	$31.6M	Sell	3,216,664 -4	-0%	-$36	2.29%	15
2021 Q4	$28.5M	Buy	3,216,668 +238,271	+8%	+$2.44M	4.68%	6
2021 Q3	$33.8M	Sell	2,978,397 -2	-0%	-$26	5.07%	4
2021 Q2	$36.2M	Buy	2,978,399 +245,922	+9%	+$2.97M	4.89%	4
2021 Q1	$23.8M	Hold	2,732,477	–	–	3.63%	6
2020 Q4	$13.5M	Hold	2,732,477	–	–	2.77%	10
2020 Q3	$13.4M	Hold	2,732,477	–	–	3.31%	8
2020 Q2	$20.8M	Hold	2,732,477	–	–	5.69%	5
2020 Q1	$20.6M	Hold	2,732,477	–	–	5.83%	3
2019 Q4	$33.9M	Hold	2,732,477	–	–	6.19%	4
2019 Q3	$31.8M	Buy	2,732,477 +288,000	+12%	+$3.74M	5.47%	3
2019 Q2	$32.5M	Hold	2,444,477	–	–	5.14%	3
2019 Q1	$18M	Sell	2,444,477 -288,000	-11%	-$1.98M	3.05%	6
2018 Q4	$14.2M	Hold	2,732,477	–	–	2.7%	7
2018 Q3	$16.7M	Hold	2,732,477	–	–	2.43%	7
2018 Q2	$16.2M	Hold	2,732,477	–	–	2.39%	7
2018 Q1	$17M	Hold	2,732,477	–	–	2.63%	8
2017 Q4	$21.3M	Hold	2,732,477	–	–	2.97%	9
2017 Q3	$25.7M	Sell	2,732,477 -3	-0%	-$27	3.96%	6
2017 Q2	$24.3M	Hold	2,732,480	–	–	4.14%	6
2017 Q1	$24.3M	Hold	2,732,480	–	–	4.38%	5
2016 Q4	$26.6M	Hold	2,732,480	–	–	4.59%	3
2016 Q3	$28M	Buy	2,732,480 +2,573,706	+1,621%	+$28.4M	5.45%	3
2016 Q2	$1.74M	Hold	158,774	–	–	1.21%	26
2016 Q1	$1.57M	Hold	158,774	–	–	1.04%	29
2015 Q4	$1.55M	Sell	158,774 -2,573,706	-94%	-$31M	1.03%	32
2015 Q3	$39.1M	Hold	2,732,480	–	–	7.5%	2
2015 Q2	$55.3M	Hold	2,732,480	–	–	8.73%	2
2015 Q1	$55.5M	Hold	2,732,480	–	–	8.46%	2
2014 Q4	$96.7M	Buy	+2,732,480	New	+$83.9M	13.42%	2

Other funds holding SRL

MILFAM LLC Stuart, Florida $128M AUM

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

IAT Reinsurance's SRL Position: Q2 2026 in Review

IAT Reinsurance held its Scully Royalty (SRL) position steady in Q2 2026 at 3,416,664 shares worth $1.87M. The position accounts for 1.12% of the portfolio, ranked #21.

IAT Reinsurance first reported a position in SRL in Q4 2014 and has held it in 47 quarters since. The position peaked at $96.7M in Q4 2014. 15 funds tracked by Wall St. Rank hold SRL as of Q2 2026.

IAT Reinsurance held 3,416,664 shares of Scully Royalty worth $1.87M as of Q2 2026.
IAT Reinsurance left its Scully Royalty share count unchanged in Q2 2026.
Scully Royalty made up 1.12% of IAT Reinsurance's portfolio in Q2 2026, its #21 holding.
IAT Reinsurance first reported a position in Scully Royalty in Q4 2014 and has held it in 47 quarters since.
IAT Reinsurance's Scully Royalty position peaked at $96.7M in Q4 2014.
15 funds tracked by Wall St. Rank held Scully Royalty as of Q2 2026.

Based on IAT Reinsurance's 13F filing for Q2 2026, filed 13 Aug 2026.