PermRock Royalty Trust Trust Unit — Institutional Ownership
Which tracked institutions hold PRT, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
7
Funds holding
$154721
Total value held
Selling
1 added/new · 3 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $124108 | 55405 | -6334 | -10.26% |
| 2 | Royal Bank Of Canada | $11000 | 5000 | — | Held |
| 3 | Atlantic Union Bankshares Corp | $7840 | 3500 | — | Held |
| 4 | Barclays Plc | $4413 | 1970 | -1251 | -38.84% |
| 5 | Ubs Group Ag | $4075 | 1819 | +1819 | NEW BUY |
| 6 | Morgan Stanley | $3283 | 1465 | -1 | -0.07% |
| 7 | Wells Fargo & Company/Mn | $2 | 1 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.