Morgan Stanley
SJT

Morgan Stanley’s San Juan Basin Royalty Trust SJT Stock Holding History

Morgan Stanley’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 		$7.78M Buy
1,618,089
+461,185
+40% +$2.53M ﹤0.01% 3784
2025
Q4 		$6.5M Buy
1,156,904
+231,407
+25% +$1.34M ﹤0.01% 3977
2025
Q3 		$5.59M Buy
925,497
+100,273
+12% +$590K ﹤0.01% 4068
2025
Q2 		$4.93M Buy
825,224
+30,945
+4% +$188K ﹤0.01% 4074
2025
Q1 		$4.39M Buy
794,279
+50,464
+7% +$238K ﹤0.01% 4034
2024
Q4 		$2.85M Buy
743,815
+30,166
+4% +$121K ﹤0.01% 4442
2024
Q3 		$2.64M Buy
713,649
+591,383
+484% +$2.21M ﹤0.01% 4457
2024
Q2 		$496K Buy
122,266
+71,913
+143% +$316K ﹤0.01% 5297
2024
Q1 		$266K Sell
50,353
-686,907
-93% -$3.58M ﹤0.01% 5614
2023
Q4 		$3.75M Buy
737,260
+556,522
+308% +$3.72M ﹤0.01% 4550
2023
Q3 		$1.25M Buy
180,738
+13,610
+8% +$98K ﹤0.01% 4665
2023
Q2 		$1.24M Buy
167,128
+24,768
+17% +$210K ﹤0.01% 4701
2023
Q1 		$1.5M Sell
142,360
-116,244
-45% -$1.21M ﹤0.01% 4624
2022
Q4 		$2.95M Sell
258,604
-336,140
-57% -$3.69M ﹤0.01% 4183
2022
Q3 		$5.59M Buy
594,744
+195,932
+49% +$2.31M ﹤0.01% 3588
2022
Q2 		$3.46M Buy
398,812
+11,431
+3% +$124K ﹤0.01% 4090
2022
Q1 		$3.4M Sell
387,381
-273,652
-41% -$1.91M ﹤0.01% 4077
2021
Q4 		$4.03M Buy
661,033
+238,211
+56% +$1.49M ﹤0.01% 3946
2021
Q3 		$2.14M Buy
422,822
+251,562
+147% +$1.22M ﹤0.01% 4513
2021
Q2 		$880K Sell
171,260
-12,323
-7% -$61.8K ﹤0.01% 5157
2021
Q1 		$727K Sell
183,583
-4,352
-2% -$16.4K ﹤0.01% 4932
2020
Q4 		$501K Buy
187,935
+161,072
+600% +$499K ﹤0.01% 5081
2020
Q3 		$67K Buy
26,863
+450
+2% +$1.15K ﹤0.01% 5601
2020
Q2 		$60K Sell
26,413
-36,910
-58% -$92.8K ﹤0.01% 5620
2020
Q1 		$133K Sell
63,323
-58,978
-48% -$140K ﹤0.01% 5065
2019
Q4 		$310K Buy
122,301
+79,260
+184% +$200K ﹤0.01% 5196
2019
Q3 		$130K Buy
43,041
+9,587
+29% +$27.6K ﹤0.01% 5346
2019
Q2 		$128K Sell
33,454
-4,113
-11% -$18.2K ﹤0.01% 5206
2019
Q1 		$202K Sell
37,567
-27,594
-42% -$138K ﹤0.01% 5057
2018
Q4 		$313K Sell
65,161
-174,056
-73% -$919K ﹤0.01% 5075
2018
Q3 		$1.19M Buy
239,217
+2,496
+1% +$14.3K ﹤0.01% 4405
2018
Q2 		$1.37M Sell
236,721
-9,194
-4% -$61.7K ﹤0.01% 4401
2018
Q1 		$1.94M Buy
245,915
+142,236
+137% +$1.27M ﹤0.01% 4032
2017
Q4 		$854K Sell
103,679
-36,599
-26% -$289K ﹤0.01% 4654
2017
Q3 		$1.1M Sell
140,278
-45,121
-24% -$316K ﹤0.01% 4358
2017
Q2 		$1.26M Buy
185,399
+51,589
+39% +$373K ﹤0.01% 4198
2017
Q1 		$969K Sell
133,810
-24,503
-15% -$171K ﹤0.01% 4407
2016
Q4 		$1.05M Buy
158,313
+20,966
+15% +$132K ﹤0.01% 4426
2016
Q3 		$811K Sell
137,347
-11,078
-7% -$69.6K ﹤0.01% 4193
2016
Q2 		$1.08M Sell
148,425
-49,565
-25% -$320K ﹤0.01% 3917
2016
Q1 		$1.02M Buy
197,990
+12,187
+7% +$59.1K ﹤0.01% 3926
2015
Q4 		$769K Sell
185,803
-150,615
-45% -$999K ﹤0.01% 4239
2015
Q3 		$3.18M Sell
336,418
-801
-0.2% -$8.32K ﹤0.01% 3068
2015
Q2 		$3.62M Buy
337,219
+86,521
+35% +$959K ﹤0.01% 3086
2015
Q1 		$3M Buy
250,698
+79,761
+47% +$1.1M ﹤0.01% 3198
2014
Q4 		$2.44M Buy
170,937
+65,911
+63% +$1.12M ﹤0.01% 3387
2014
Q3 		$2M Buy
105,026
+28,272
+37% +$527K ﹤0.01% 3433
2014
Q2 		$1.48M Sell
76,754
-16,991
-18% -$319K ﹤0.01% 3726
2014
Q1 		$1.66M Sell
93,745
-15,468
-14% -$268K ﹤0.01% 3586
2013
Q4 		$1.83M Sell
109,213
-42,172
-28% -$693K ﹤0.01% 3448
2013
Q3 		$2.42M Buy
151,385
+17,311
+13% +$285K ﹤0.01% 3073
2013
Q2 		$2.15M Buy
+134,074
New +$2.07M ﹤0.01% 3093

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CC
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
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LPL Financial
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley's SJT Position: Q1 2026 in Review

Morgan Stanley increased its San Juan Basin Royalty Trust (SJT) stake by 40% in Q1 2026, buying an estimated $2.53M and bringing the position to 1,618,089 shares worth $7.78M. The position accounts for ﹤0.01% of the portfolio, ranked #3784.

Morgan Stanley first reported a position in SJT in Q2 2013 and has held it in 52 quarters since. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Morgan Stanley held 1,618,089 shares of San Juan Basin Royalty Trust worth $7.78M as of Q1 2026.
  • Morgan Stanley bought 461,185 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $2.53M.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3784 holding.
  • Morgan Stanley first reported a position in San Juan Basin Royalty Trust in Q2 2013 and has held it in 52 quarters since.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.