Scully Royalty Ltd. (SRL) Institutional Ownership

Ownership Summary

A total of 14 institutions have reported a stake in Scully Royalty Ltd. (NYSE:SRL) as of September 2025, according to recent 13F filings with the SEC.

• Scully Royalty saw its institutional ownership percentage fell to 27.3% in September 2025 from 27.6% in June 2025.
• The company experienced a -0.98% quarterly change in institutional shares held, alongside an increase of 16.67% in total owners annually.
• During the quarter, 2 institutions bought more Scully Royalty shares, 5 sold shares, and 7 of the 14 total investors held their position steady.
• This class of investors decreased its holdings in Scully Royalty to 4.05Mn shares for the 13F-cycle ending September 2025, down by 40.23K shares quarter on quarter, and down 206.85K shares year over year.
• As of September 30, 2025, IAT REINSURANCE CO LTD. held Scully Royalty's largest shareholding position with over 3.42Mn shares, representing 23.05% of total outstanding shares.
• Among the most significant buyers of Scully Royalty during September 2025 were KERR FINANCIAL PLANNING Corp (14.96K), Federation des caisses Desjardins du Quebec (47).
• Leading sellers of Scully Royalty stock in September 2025 included ROYAL BANK OF CANADA (34.37K), WELLS FARGO & COMPANY/MN (9.12K), MORGAN STANLEY (5.82K), RENAISSANCE TECHNOLOGIES LLC (5.60K), UBS Group AG (326).
• The top 10 institutional holders of Scully Royalty for the quarter ending September 2025 included IAT REINSURANCE CO LTD. (3.42Mn), Nantahala Capital Management, LLC (368.18K), MORGAN STANLEY (192.23K), RENAISSANCE TECHNOLOGIES LLC (47.81K), KERR FINANCIAL PLANNING Corp (14.96K), WELLS FARGO & COMPANY/MN (3.59K), UBS Group AG (2.72K), Founders Capital Management (1.18K), Larson Financial Group LLC (226), ROYAL BANK OF CANADA (100).