PCM
SJT

Prelude Capital Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Prelude Capital Management’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
2025
Q3 		– Sell
-396,709
Closed -$2.37M – 1356
2025
Q2 		$2.37M Sell
396,709
-274,639
-41% -$1.67M 0.23% 106
2025
Q1 		$3.71M Buy
671,348
+476,021
+244% +$2.24M 0.28% 70
2024
Q4 		$748K Hold
195,327
– – 0.05% 459
2024
Q3 		$723K Buy
+195,327
New +$731K 0.04% 478
2017
Q4 		– Sell
-100
Closed -$1K – 1673
2017
Q3 		$1K Buy
+100
New +$701 ﹤0.01% 1569
2017
Q1 		– Sell
-100
Closed -$1K – 1748
2016
Q4 		$1K Buy
+100
New +$630 ﹤0.01% 1501
2015
Q3 		– Sell
-1,600
Closed -$17K – 1749
2015
Q2 		$17K Sell
1,600
-400
-20% -$4.43K ﹤0.01% 1462
2015
Q1 		$24K Hold
2,000
– – ﹤0.01% 1711
2014
Q4 		$29K Buy
+2,000
New +$33.9K ﹤0.01% 1635
2013
Q4 		– Sell
-2,150
Closed -$34K – 1880
2013
Q3 		$34K Buy
+2,150
New +$35.3K 0.01% 1074

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prelude Capital Management's SJT Position: Q3 2025 in Review

Prelude Capital Management sold out of San Juan Basin Royalty Trust (SJT) in Q3 2025, closing a stake of 396,709 shares — an estimated $2.37M sold.

Prelude Capital Management first reported a position in SJT in Q3 2013 and held it in 10 quarters. The position peaked at $3.71M in Q1 2025. 88 funds tracked by Wall St. Rank hold SJT as of Q3 2025.

  • Prelude Capital Management reported no remaining San Juan Basin Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • Prelude Capital Management sold 396,709 San Juan Basin Royalty Trust shares in Q3 2025, an estimated $2.37M.
  • Prelude Capital Management first reported a position in San Juan Basin Royalty Trust in Q3 2013 and held it in 10 quarters.
  • Prelude Capital Management's San Juan Basin Royalty Trust position peaked at $3.71M in Q1 2025.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2025.

Based on Prelude Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.