Latest Period
Q1 2026
Security Snapshot
PERMIAN BASIN RTY TR - UNIT BEN INT Institutional Ownership
CUSIP: 714236106
13F Institutional Holders and Ownership History from Q1 2024 to Q1 2026
Institutions Reporting
3
Shares (Excl. Options)
935,719
Price
$21.52
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- Type / Class
- Equity / UNIT BEN INT
- Price per share
- $21.52
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 935,719
- Total reported value
- $20,136,465
- Share change
- 0
- Number of holders
- 3
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- 714236106 - PERMIAN BASIN RTY TR - UNIT BEN INT is tracked under CUSIP 714236106.
- 3 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 2 to 3 between Q4 2025 and Q1 2026.
- Reported value moved from $4,291,305 to $20,136,465.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 3 institutions filings for Q1 2026.
Security key
714236106
Latest holder period
Q1 2026
13F holders
3
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 714236106:
As of 31 Mar 2026, 3 institutional investors reported holding 935,719 shares of PERMIAN BASIN RTY TR - UNIT BEN INT.
Institutional Holders of PERMIAN BASIN RTY TR - UNIT BEN INT across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 935,719 | $20,136,465 | $21.52 | 3 | |
| 2025 Q4 | 252,713 | $4,291,305 | -$216,802 | $16.98 | 2 |
| 2024 Q3 | 14,348 | $171,325 | +$5,421 | $11.94 | 1 |
| 2024 Q2 | 13,894 | $157,457 | -$10,279 | $11.33 | 1 |
| 2024 Q1 | 14,801 | $179,348 | +$179,348 | $12.12 | 1 |