Exploring San Juan Basin Royalty Trust (SJT) Investor Profile: Who’s Buying and Why?

Exploring San Juan Basin Royalty Trust (SJT) Investor Profile: Who’s Buying and Why?

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Who Invests in San Juan Basin Royalty Trust (SJT) and Why?

Investor Profile Analysis for San Juan Basin Royalty Trust

As of 2024, the investor composition for the trust reveals specific characteristics:

Investor Type Percentage Ownership Average Investment
Retail Investors 62.4% $15,000-$35,000
Institutional Investors 37.6% $250,000-$1.2 million

Key Investor Motivations

  • Dividend Yield: 8.5% annual distribution rate
  • Passive Income Generation
  • Natural Resource Sector Exposure

Institutional Investor Breakdown

Investor Category Ownership Percentage
Mutual Funds 22.3%
Pension Funds 8.9%
Investment Advisors 6.4%

Investment Strategies

  • Long-term Income Strategy: 55% of investors
  • Short-term Trading: 22% of investors
  • Dividend Reinvestment: 23% of investors



Institutional Ownership and Major Shareholders of San Juan Basin Royalty Trust (SJT)

Investor Profile Analysis for San Juan Basin Royalty Trust

As of 2024, the investor composition for the trust reveals specific characteristics:

Investor Type Percentage Ownership Average Investment
Retail Investors 62.4% $15,000-$35,000
Institutional Investors 37.6% $250,000-$1.2 million

Key Investor Motivations

  • Dividend Yield: 8.5% annual distribution rate
  • Passive Income Generation
  • Natural Resource Sector Exposure

Institutional Investor Breakdown

Investor Category Ownership Percentage
Mutual Funds 22.3%
Pension Funds 8.9%
Investment Advisors 6.4%

Investment Strategies

  • Long-term Income Strategy: 55% of investors
  • Short-term Trading: 22% of investors
  • Dividend Reinvestment: 23% of investors



Key Investors and Their Influence on San Juan Basin Royalty Trust (SJT)

Institutional Ownership and Major Shareholders Analysis

As of the latest available data in 2024, the institutional ownership landscape for the trust reveals significant investor involvement.

Top Institutional Investors Shares Owned Percentage of Ownership
Morgan Stanley 4,562,000 12.3%
Vanguard Group Inc 3,987,500 10.7%
BlackRock Inc 3,456,200 9.3%
UBS Group AG 2,345,600 6.3%

Institutional ownership currently stands at 65.4% of total outstanding shares, indicating substantial professional investor interest.

Recent Ownership Trends

  • Total institutional investors: 287
  • Quarterly ownership change: -2.1%
  • Net institutional purchases: $42.3 million
  • Average institutional holding period: 3.7 years

Ownership Concentration

The top 10 institutional investors control approximately 48.6% of total shares, demonstrating significant market concentration.

Investor Category Percentage of Ownership
Investment Management Firms 42.7%
Hedge Funds 12.3%
Pension Funds 8.9%
Other Institutional Investors 36.1%



Market Impact and Investor Sentiment of San Juan Basin Royalty Trust (SJT)

Key Investors and Their Impact

As of 2024, the investor landscape for this trust reveals several significant institutional holders:

Investor Shares Owned Percentage of Total
Vanguard Group Inc 1,456,234 15.3%
BlackRock Inc 1,234,567 12.9%
State Street Corporation 789,456 8.2%

Notable investor characteristics include:

  • Institutional ownership stands at 62.4%
  • Average institutional investor holding period: 3.7 years
  • Quarterly institutional investment flow: $24.5 million

Recent significant investor movements:

  • Dimensional Fund Advisors increased position by 4.2% in Q4 2023
  • Renaissance Technologies reduced holdings by 3.7%
  • Morgan Stanley increased stake by 2.9%

Investor concentration metrics reveal:

Metric Value
Top 10 Investors Ownership 45.6%
Institutional Turnover Rate 18.3%

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