Ken Griffin
MTR

Ken Griffin’s Mesa Royalty Trust MTR Stock Holding History

Ken Griffin’s Portfolio MTR Stock Details MTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$59.5K Buy
+12,175
New +$59.1K ﹤0.01% 12337
2024
Q1 		– Sell
-17,460
Closed -$230K – 15160
2023
Q4 		$230K Buy
17,460
+2,776
+19% +$40.5K ﹤0.01% 9671
2023
Q3 		$223K Sell
14,684
-6,164
-30% -$122K ﹤0.01% 9694
2023
Q2 		$513K Buy
+20,848
New +$450K ﹤0.01% 7885

Other funds holding MTR

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Ken Griffin's MTR Position: Q1 2026 in Review

Ken Griffin opened a new position in Mesa Royalty Trust (MTR) in Q1 2026: 12,175 shares worth $59.5K. The stake represents ﹤0.01% of the portfolio and ranks #12337 among its holdings. This is a return to the name: Ken Griffin previously reported a position in MTR as recently as Q4 2023.

Ken Griffin first reported a position in MTR in Q2 2023 and has held it in 4 quarters since. The position peaked at $513K in Q2 2023. 11 funds tracked by Wall St. Rank hold MTR as of Q1 2026.

  • Ken Griffin held 12,175 shares of Mesa Royalty Trust worth $59.5K as of Q1 2026.
  • Mesa Royalty Trust was a new Ken Griffin position in Q1 2026.
  • Mesa Royalty Trust made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #12337 holding.
  • Ken Griffin first reported a position in Mesa Royalty Trust in Q2 2023 and has held it in 4 quarters since.
  • Ken Griffin's Mesa Royalty Trust position peaked at $513K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.