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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F Institutional Ownership · SRL

Scully Royalty Ltd NEW YORK STOCK EXCHANGE, INC.:SRL

Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.

2 new2 added10 reduced2 exited

New Positions(2)

ManagerSharesΔ SharesValueΔ Value% Δ
BARCLAYS PLC29,100+29,100$248.8K+$248.8K
CITADEL ADVISORS LLC12,454+12,454$106.5K+$106.5K

Added To(2)

ManagerSharesΔ SharesValueΔ Value% Δ
RENAISSANCE TECHNOLOGIES LLC48,314+500$413.1K+$126.2K1.0%
WELLS FARGO & COMPANY/MN3,596+4$30.7K+$9.2K0.1%

Reduced(10)

ManagerSharesΔ SharesValueΔ Value% Δ
IAT REINSURANCE CO LTD.3,416,6640$29.2M+$8.7M0.0%
Nantahala Capital Management, LLC368,1820$3.1M+$938.9K0.0%
MORGAN STANLEY142,964-49,264$1.2M+$69.0K-25.6%
KERR FINANCIAL PLANNING Corp14,9640$134.1K+$48.0K0.0%
UBS Group AG42-2,675$359-$15.9K-98.5%
Larson Financial Group LLC2260$1.9K+$5760.0%
ADVISOR GROUP HOLDINGS, INC.650$555+$1650.0%
PFS Partners, LLC580$496+$1480.0%
Federation des caisses Desjardins du Quebec480$404+$1160.0%
SBI Securities Co., Ltd.5-2$43+$1-28.6%

Sold Out(2)

ManagerSharesΔ SharesValueΔ Value% Δ
Royal Bank of Canada0-93,010$0-$674.0K
Founders Capital Management0-1,177$0-$7.1K

Top Holders by reported value

Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.

ManagerShares$ ValueΔ SharesQoQ %
IAT REINSURANCE CO LTD.3,416,664$29.2M00.0%
Nantahala Capital Management, LLC368,182$3.1M00.0%
MORGAN STANLEY142,964$1.2M-49,264-25.6%
RENAISSANCE TECHNOLOGIES LLC48,314$413.1K+5001.0%
BARCLAYS PLC29,100$248.8K+29,100
KERR FINANCIAL PLANNING Corp14,964$134.1K00.0%
CITADEL ADVISORS LLC12,454$106.5K+12,454
WELLS FARGO & COMPANY/MN3,596$30.7K+40.1%
Larson Financial Group LLC226$1.9K00.0%
ADVISOR GROUP HOLDINGS, INC.65$55500.0%
PFS Partners, LLC58$49600.0%
Federation des caisses Desjardins du Quebec48$40400.0%
UBS Group AG42$359-2,675-98.5%
SBI Securities Co., Ltd.5$43-2-28.6%

New & Closed Positions this quarter

Methodology

Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.

Quarter-over-quarter deltas compare each manager's most recently reported share count for SRL against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.

Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.