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PRT

PermRock Royalty Trust Unit
PRT

19 hedge funds and large institutions have $797K invested in PermRock Royalty Trust Unit in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% less ownership

Funds ownership: 2.49% → 1.98% (-0.5%)

6% less capital invested

Capital invested by funds: $844K → $797K (-$47.2K)

10% less funds holding

Funds holding: 21 → 19 (-2)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 4

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$50.4K
2
CIAM
Caitong International Asset Management
Hong Kong
+$3

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$106K
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$41.9K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$31.3K
4
Jane Street
Jane Street
New York
-$29K
5
Osaic Holdings
Osaic Holdings
Arizona
-$7.88K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$204K – – –
C
2
Certuity
Florida
$182K – – –
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$103K -$31.3K -9,523 -23%
HFS
4
Howard Financial Services
Texas
$95.1K – – –
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$50.7K +$50.4K +15,353 New
CAMG
6
CWA Asset Management Group
Florida
$48.5K – – –
Jane Street
7
Jane Street
New York
$33.7K -$29K -8,820 -46%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$17K – – –
AG
9
AmeriFlex Group
Nevada
$16.5K – – –
HWA
10
HHM Wealth Advisors
Tennessee
$14.2K – – –
AUB
11
Atlantic Union Bankshares
Virginia
$11.6K – – –
Barclays
12
Barclays
United Kingdom
$10.6K – – –
UBS Group
13
UBS Group
Switzerland
$5.78K -$1.92K -585 -25%
Morgan Stanley
14
Morgan Stanley
New York
$4.84K – – –
HI
15
Harbour Investments
Wisconsin
$331 – – –
Osaic Holdings
16
Osaic Holdings
Arizona
$191 -$7.88K -2,400 -98%
SIS
17
Sound Income Strategies
Florida
$158 – – –
Wells Fargo
18
Wells Fargo
California
$3 – – –
CIAM
19
Caitong International Asset Management
Hong Kong
$3 +$3 +1 New
Citadel Advisors
20
Citadel Advisors
Florida
– -$106K -37,958 Closed
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
– -$41.9K -15,000 Closed
Bank of America
22
Bank of America
North Carolina
– -$751 -269 Closed

PRT Hedge Fund Activity: Q1 2026 in Review

19 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in PermRock Royalty Trust Unit (PRT) for Q1 2026, worth a combined $797K — down 5.6% from $844K a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PRT and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 0 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $50.4K. The largest seller was Citadel Advisors, exiting entirely with an estimated $106K sold.

  • 19 institutional investors held PermRock Royalty Trust Unit (PRT) as of Q1 2026, down from 21 in Q4 2025.
  • Funds reported $797K of PermRock Royalty Trust Unit stock for Q1 2026, down 5.6% quarter-over-quarter.
  • 2 funds opened new PermRock Royalty Trust Unit positions in Q1 2026 and 3 closed out, a net change of -1 holder.
  • The largest PermRock Royalty Trust Unit buyer in Q1 2026 was Cetera Investment Advisers, an estimated $50.4K added.
  • The largest PermRock Royalty Trust Unit seller in Q1 2026 was Citadel Advisors, an estimated $106K sold.

Based on aggregated 13F filings for Q1 2026.