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PRT

PermRock Royalty Trust Unit
PRT

15 hedge funds and large institutions have $867K invested in PermRock Royalty Trust Unit in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

7% more funds holding

Funds holding: 14 → 15 (+1)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

0.11% less ownership

Funds ownership: 1.9% → 1.79% (-0.11%)

10% less capital invested

Capital invested by funds: $966K → $867K (-$98.8K)

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AG
AmeriFlex Group
Nevada
+$39.8K
2
AUB
Atlantic Union Bankshares
Virginia
+$13.9K
3
Osaic Holdings
Osaic Holdings
Arizona
+$40

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$102K
2
Raymond James Financial
Raymond James Financial
Florida
-$4.19K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$294K – – –
C
2
Certuity
Florida
$219K – – –
HFS
3
Howard Financial Services
Texas
$114K – – –
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$59.7K – – –
CAMG
5
CWA Asset Management Group
Florida
$58.1K – – –
AG
6
AmeriFlex Group
Nevada
$39.8K +$39.8K +10,000 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$20K -$102K -25,600 -84%
HWA
8
HHM Wealth Advisors
Tennessee
$17K – – –
AUB
9
Atlantic Union Bankshares
Virginia
$13.9K +$13.9K +3,500 New
Barclays
10
Barclays
United Kingdom
$12.8K – – –
Osaic Holdings
11
Osaic Holdings
Arizona
$11.1K +$40 +10 +0.4%
Morgan Stanley
12
Morgan Stanley
New York
$5.83K – – –
Bank of America
13
Bank of America
North Carolina
$1.07K – – –
HI
14
Harbour Investments
Wisconsin
$398 – – –
SIS
15
Sound Income Strategies
Florida
$192 – – –
Wells Fargo
16
Wells Fargo
California
$1 – – –
Raymond James Financial
17
Raymond James Financial
Florida
– -$4.19K -1,000 Closed

PRT Hedge Fund Activity: Q3 2025 in Review

15 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in PermRock Royalty Trust Unit (PRT) for Q3 2025, worth a combined $867K — down 10% from $966K a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PRT positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.

The largest buyer was AmeriFlex Group, opening a new position worth an estimated $39.8K. The largest seller was Royal Bank of Canada, cutting an estimated $102K.

  • 15 institutional investors held PermRock Royalty Trust Unit (PRT) as of Q3 2025, up from 14 in Q2 2025.
  • Funds reported $867K of PermRock Royalty Trust Unit stock for Q3 2025, down 10% quarter-over-quarter.
  • 2 funds opened new PermRock Royalty Trust Unit positions in Q3 2025 and 1 closed out, a net change of +1 holder.
  • The largest PermRock Royalty Trust Unit buyer in Q3 2025 was AmeriFlex Group, an estimated $39.8K added.
  • The largest PermRock Royalty Trust Unit seller in Q3 2025 was Royal Bank of Canada, an estimated $102K sold.

Based on aggregated 13F filings for Q3 2025.