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NRT

North European Oil Royalty Trust

22 hedge funds and large institutions have $2.43M invested in North European Oil Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

0.4% less ownership

Funds ownership: 5.72%5.32% (-0.4%)

4% less capital invested

Capital invested by funds: $2.52M → $2.43M (-$91.2K)

8% less funds holding

Funds holding: 2422 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
5
Closed
6
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
-$53K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$617K -$116K -24,481 -17%
WTA
2
Washington Trust Advisors
Massachusetts
$263K
GCP
3
GSA Capital Partners
United Kingdom
$248K +$39.6K +8,327 +20%
PGFC
4
Peapack-Gladstone Financial Corp
New Jersey
$223K +$77K +16,200 +57%
FIM
5
Fruth Investment Management
Texas
$161K -$157 -33 -0.1%
LPL Financial
6
LPL Financial
California
$149K -$14.3K -2,998 -9%
Bank of America
7
Bank of America
North Carolina
$148K +$95.1K +20,000 +211%
USB
8
Union Savings Bank
Connecticut
$129K
UBS Group
9
UBS Group
Switzerland
$88.1K -$33.3K -7,012 -29%
Osaic Holdings
10
Osaic Holdings
Arizona
$73.9K -$6.8K -1,431 -9%
JP Morgan Chase
11
JP Morgan Chase
New York
$61.7K
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$61K +$475 +100 +0.8%
WSCM
13
Wellington Shields Capital Management
New York
$56.4K
WSC
14
Wellington Shields & Co
New York
$54.1K
SS
15
Sunbelt Securities
Texas
$40.4K
Wells Fargo
16
Wells Fargo
California
$35.6K +$532 +112 +2%
FFA
17
Farther Finance Advisors
California
$10.9K
Raymond James Financial
18
Raymond James Financial
Florida
$4.38K +$4.15K +874 New
LFG
19
Larson Financial Group
Missouri
$1.81K +$1.74K +367 New
CA
20
CoreCap Advisors
Michigan
$1.48K
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1K +$951 +200 New
CAM
22
Creekmur Asset Management
Illinois
$100 +$95 +20 New
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$2
SGI
24
Swan Global Investments
Colorado
-$81.3K -16,900 Closed
Jane Street
25
Jane Street
New York
-$60K -12,483 Closed

NRT Hedge Fund Activity: Q2 2025 in Review

22 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q2 2025, worth a combined $2.43M — down 3.6% from $2.52M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NRT and 4 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was Bank of America, adding an estimated $95.1K. The largest seller was Morgan Stanley, cutting an estimated $116K.

  • 22 institutional investors held North European Oil Royalty Trust (NRT) as of Q2 2025, down from 24 in Q1 2025.
  • Funds reported $2.43M of North European Oil Royalty Trust stock for Q2 2025, down 3.6% quarter-over-quarter.
  • 4 funds opened new North European Oil Royalty Trust positions in Q2 2025 and 6 closed out, a net change of -2 holders.
  • The largest North European Oil Royalty Trust buyer in Q2 2025 was Bank of America, an estimated $95.1K added.
  • The largest North European Oil Royalty Trust seller in Q2 2025 was Morgan Stanley, an estimated $116K sold.

Based on aggregated 13F filings for Q2 2025.