Exploring Mesa Royalty Trust (MTR) Investor Profile: Who’s Buying and Why?

Have you ever wondered who exactly is investing in Mesa Royalty Trust (MTR) and, more importantly, why? With a market capitalization of $9.15 million and institutional ownership at 9.26%, MTR presents an interesting case for investors. The Trust's April 2025 distribution is $0.025015971 per unit, payable on July 31, 2025. The Trust received $75,928 in total income in April 2025. Let’s delve into the profile of those who find MTR a worthwhile investment and explore the factors driving their decisions.

Mesa Royalty Trust (MTR) Who Invests in [Company Name] and Why?

Understanding the investor profile of Mesa Royalty Trust (MTR) involves examining the different types of investors who hold the stock and their motivations. This includes looking at retail investors, institutional investors, and the strategies they employ.

Key Investor Types:

The investor base of Mesa Royalty Trust (MTR) includes a mix of retail and institutional investors.

• Retail Investors: These are individual investors who buy and sell MTR shares for their own accounts. They may be attracted to MTR due to its dividend payouts or perceived value.
• Institutional Investors: These are organizations that invest on behalf of others, such as pension funds, mutual funds, and hedge funds. According to recent filings, Mesa Royalty Trust (US:MTR) has 12 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 310,097 shares.

Largest shareholders include:

• Ashton Thomas Private Wealth, LLC
• Susquehanna International Group, Llp
• Advisor Group Holdings, Inc.
• Mraz, Amerine & Associates, Inc.
• UBS Group AG
• Jpmorgan Chase & Co
• Whittier Trust Co Of Nevada Inc
• Morgan Stanley
• Chilton Capital Management Llc
• Us Bancorp \de\

Investment Motivations:

Several factors attract investors to Mesa Royalty Trust (MTR):

• Dividend Income: MTR is known for its monthly dividend payouts, which can be appealing to income-seeking investors. As of April 2025, the trust announced a distribution of $0.025015971 per unit for unitholders of record on April 30, 2025, payable on July 31, 2025. The annual dividend for 2024 was $0.18 per share.
• Royalty Interests: The trust holds overriding royalty interests in oil and gas producing properties, primarily in the Hugoton field of Kansas and the San Juan Basin fields of New Mexico and Colorado. This provides investors with exposure to the energy sector.
• Potential Value: Some investors may view MTR as a value investment, particularly if they believe the market has undervalued its assets or future income potential.

Investment Strategies:

Different investors may employ various strategies when investing in Mesa Royalty Trust (MTR):

• Long-Term Holding: Some investors may hold MTR for the long term to benefit from its consistent dividend income.
• Short-Term Trading: Other investors may trade MTR based on short-term fluctuations in oil and gas prices or market sentiment.
• Dividend Capture: A dividend capture strategy involves buying shares just before the ex-dividend date to receive the dividend and then selling the shares shortly after.

It's important to note that MTR's distributions can vary significantly depending on oil and gas production, prices, and the trust's administrative expenses. The trust has also indicated that distributions may be reduced until cash reserves reach $2.0 million to enhance liquidity.

For further insights into Mesa Royalty Trust's financial health, you can explore this resource: Breaking Down Mesa Royalty Trust (MTR) Financial Health: Key Insights for Investors

Institutional Ownership Details:

As of December 31, 2024, the largest institutional holders of Mesa Royalty Trust (MTR) were:

These institutions hold a significant percentage of the outstanding shares, reflecting their interest in the trust's royalty income.

Recent trading activity shows a mix of increased, decreased, and held positions:

• Increased Positions: 265,999 shares
• Decreased Positions: 4,494 shares
• Held Positions: 39,604 shares
• Total Institutional Shares: 310,097

The share price of MTR has seen a decline, with a price of $5.75 on April 4, 2025, compared to $11.40 on April 5, 2024, representing a decrease of 49.58%.

Indian Investors:

Indian investors can also invest in Mesa Royalty Trust (MTR) through platforms like INDmoney, which allow for direct investment in US stocks. However, recent sentiment among Indian investors has decreased, with search interest for MTR stock down by -50% in the last 30 days.

In summary, Mesa Royalty Trust attracts a diverse range of investors, from individual retail investors to large institutional holders, each with their own motivations and strategies. The trust's dividend payouts and royalty interests are key factors influencing investment decisions.

Mesa Royalty Trust (MTR) Institutional Ownership and Major Shareholders of Mesa Royalty Trust (MTR)

Understanding the institutional ownership and major shareholders of Mesa Royalty Trust (MTR) provides valuable insights into the company's stock dynamics and investor confidence. Institutional investors, such as mutual funds, hedge funds, and pension funds, often hold significant stakes in companies, and their trading activity can influence stock prices.

While specific, real-time data on institutional ownership and recent changes can fluctuate, examining publicly available information and financial news sources can offer a general overview. Keep in mind that the most up-to-date information would typically be found on financial data platforms and in company filings.

Here are some key aspects to consider regarding Mesa Royalty Trust (MTR)'s institutional ownership:

• Top Institutional Investors: Identifying the top institutional investors in Mesa Royalty Trust (MTR) can reveal which firms have the largest influence. These may include well-known investment management companies.
• Shareholdings: The number of shares held by these institutions, as well as the percentage of total shares outstanding, are important metrics. Significant holdings by a few large institutions could indicate strong confidence in the trust's performance.

Information regarding institutional investors and their shareholdings can be found in regulatory filings, such as 13F filings with the Securities and Exchange Commission (SEC). These filings are required for institutional investment managers with at least $100 million in assets under management and are filed on a quarterly basis.

Changes in institutional ownership are also crucial to monitor:

• Increased Stakes: If institutional investors are increasing their positions, it could signal a positive outlook for Mesa Royalty Trust (MTR).
• Decreased Stakes: Conversely, a decrease in institutional holdings might suggest concerns about the trust's future performance.

The impact of institutional investors on Mesa Royalty Trust (MTR)'s stock price and strategy can be substantial. Large-volume trades by these investors can create price volatility, and their overall sentiment can influence market perception of the trust.

To gain a comprehensive understanding of Mesa Royalty Trust (MTR)'s investor profile, one should regularly consult financial news sources, SEC filings, and reputable financial data platforms. These resources provide up-to-date information on institutional ownership, changes in holdings, and potential impacts on the trust's stock price and strategic direction.

For more insights into Mesa Royalty Trust (MTR), consider exploring: Mission Statement, Vision, & Core Values of Mesa Royalty Trust (MTR).

Mesa Royalty Trust (MTR) Key Investors and Their Impact on Mesa Royalty Trust (MTR)

Understanding the investor profile of Mesa Royalty Trust (MTR) provides valuable insights into the stock's behavior and potential future movements. Key investors can exert considerable influence on a company's decisions and market performance.

While specific, real-time major investor holdings and recent moves can fluctuate and may require up-to-date financial news sources, we can discuss the types of investors and their potential impact based on available knowledge up to April 2025.

Generally, investors in royalty trusts like Mesa Royalty Trust (MTR) can include:

• Individual Investors: These investors often seek stable income through the monthly distributions that royalty trusts typically provide.
• Institutional Investors: Investment firms, mutual funds, and pension funds may hold shares of MTR as part of broader energy or income-focused portfolios.
• Specialized Funds: Certain investment funds specialize in royalty trusts or energy-related assets, and they may have significant positions in MTR.

The influence of these investors can manifest in several ways:

• Stock Price Volatility: Large purchases or sales by institutional investors can lead to significant price swings.
• Distribution Sustainability: Investor sentiment can impact the market's perception of the trust's ability to maintain its distributions.
• Market Confidence: The presence of well-known or respected investors can signal confidence in the trust's underlying assets and management.

To gain more insight into the financial health of Mesa Royalty Trust (MTR), consider exploring: Breaking Down Mesa Royalty Trust (MTR) Financial Health: Key Insights for Investors

Keeping an eye on investor activity can provide valuable context for evaluating Mesa Royalty Trust (MTR) as an investment.

Mesa Royalty Trust (MTR) Market Impact and Investor Sentiment

Understanding the investor profile and market sentiment surrounding Mesa Royalty Trust (MTR) is crucial for gauging the potential stability and future prospects of the trust. Shifts in investor sentiment and significant ownership changes can influence MTR's stock performance and overall market perception.

Recent market reactions to Mesa Royalty Trust (MTR) have been relatively stable, reflecting the inherent nature of royalty trusts as income-generating assets tied to the production of specific oil and gas properties. Because royalty trusts like MTR are designed to distribute income from producing properties, market reactions often correlate with fluctuations in commodity prices and production volumes.

Investor sentiment toward Mesa Royalty Trust (MTR) appears to be cautiously optimistic, focusing primarily on its yield and the stability of its payouts. Key factors influencing investor sentiment include:

• Oil and Gas Prices: As MTR's revenue is directly linked to the prices of oil and gas, investor sentiment is highly sensitive to commodity price trends.
• Production Volumes: Declining production from the underlying properties can negatively impact payouts, leading to concern among investors.
• Distribution Yield: MTR's high distribution yield remains a major attraction for investors seeking steady income.
• Operating Expenses: Investors monitor the trust's operating expenses, as higher expenses can reduce distributable income.

Here's a look at how the stock market has responded to these factors:

• Commodity Price Swings: Sharp declines in oil and gas prices typically lead to a sell-off, while price rallies can trigger buying interest.
• Production Updates: Announcements of significant production declines often result in negative market reactions.
• Distribution Announcements: Consistent and stable distributions reinforce positive sentiment, whereas cuts or suspensions can cause concern.

Analysts' perspectives on Mesa Royalty Trust (MTR) tend to focus on the long-term viability of its underlying assets and the sustainability of its distributions. Key considerations include:

• Reserve Life: The estimated remaining life of the oil and gas reserves is a critical factor in determining the trust's long-term value.
• Production Costs: The cost of extracting oil and gas from the properties impacts the net revenue available for distribution.
• Hedging Strategies: The trust's use of hedging to mitigate price volatility can influence analysts' outlook.
• Regulatory Environment: Changes in regulations related to oil and gas production can affect the trust's operations and profitability.

The investor profile of Mesa Royalty Trust (MTR) typically includes a mix of retail investors seeking income, institutional investors with a focus on dividend-paying assets, and potentially some hedge funds engaging in short-term trading strategies based on commodity price movements.

For more insights into Mesa Royalty Trust (MTR), consider exploring its Mission Statement, Vision, & Core Values of Mesa Royalty Trust (MTR).