Scully Royalty Ltd. - Common Shares, par value $0.001 per share (SRL) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2019 to Q3 2025

Type / Class
Equity / Common Shares, par value $0.001 per share
Symbol
SRL on NYSE
Shares outstanding
15,276,554
Price per share
$6.34
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
4,047,842
Total reported value
$24,283,709
% of total 13F portfolios
0%
Share change
-55,277
Value change
-$468,716
Number of holders
14
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Scully Royalty Ltd. - Common Shares, par value $0.001 per share (SRL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SUBIN NEIL S 13% 0% $11,319,926 1,985,952 0% Neil S. Subin 27 Dec 2025

As of 30 Sep 2025, 14 institutional investors reported holding 4,047,842 shares of Scully Royalty Ltd. - Common Shares, par value $0.001 per share (SRL). This represents 26% of the company’s total 15,276,554 outstanding shares.

Top 15 Institutional Shareholders

The largest institutional shareholders of Scully Royalty Ltd. - Common Shares, par value $0.001 per share (SRL) together control 26% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
IAT REINSURANCE CO LTD. 22% 3,416,664 0% 4.3% $20,499,984
Nantahala Capital Management, LLC 2.4% 368,182 0% 0.14% $2,209,092
MORGAN STANLEY 1.3% 192,228 -2.9% 0% $1,153,368
RENAISSANCE TECHNOLOGIES LLC 0.31% 47,814 -10% 0% $286,884
KERR FINANCIAL PLANNING Corp 0.1% 14,964 0% 0.12% $86,043
WELLS FARGO & COMPANY/MN 0.02% 3,592 -72% 0% $21,550
UBS Group AG 0.02% 2,717 -11% 0% $16,302
Founders Capital Management 0.01% 1,177 0% 0% $7,062
Larson Financial Group LLC 0% 226 0% 0% $1,356
ROYAL BANK OF CANADA 0% 100 -100% 0% $1,000
OSAIC HOLDINGS, INC. 0% 65 0% 0% $390
PFS Partners, LLC 0% 58 0% 0% $348
Federation des caisses Desjardins du Quebec 0% 48 0% $288
SBI Securities Co., Ltd. 0% 7 0% 0% $42
RAYMOND JAMES FINANCIAL INC 0% 0 -100% $0

Institutional Holders of Scully Royalty Ltd. - Common Shares, par value $0.001 per share (SRL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 4,047,842 $24,283,709 -$468,716 $6.00 14
2025 Q2 4,088,155 $23,710,934 -$418,012 $5.80 13
2025 Q1 4,151,343 $33,650,296 -$1,049,203 $8.11 12
2024 Q4 4,280,899 $39,598,778 +$350,289 $9.25 13
2024 Q3 4,254,693 $33,993,106 -$204,965 $8.00 12
2024 Q2 4,282,908 $30,422,730 -$540,375 $7.12 15
2024 Q1 951,712 $5,853,651 +$192,815 $6.15 13
2023 Q4 4,376,565 $26,664,798 -$97,705 $6.10 14
2023 Q3 4,322,163 $24,464,272 -$50,792 $5.66 10
2023 Q2 4,405,644 $32,030,301 -$174,707 $7.28 13
2023 Q1 4,430,875 $29,762,818 +$145,356 $6.70 14
2022 Q4 4,409,184 $33,971,547 -$106,812 $7.71 11
2022 Q3 4,432,672 $32,854,430 -$1,997,130 $7.40 12
2022 Q2 4,617,747 $37,054,466 -$1,080,245 $8.02 11
2022 Q1 4,736,846 $46,374,570 +$1,402,548 $9.82 11
2021 Q4 4,579,882 $40,578,514 +$3,258,310 $8.86 12
2021 Q3 4,211,577 $47,800,000 -$207,662 $11.35 11
2021 Q2 4,228,952 $51,449,000 +$2,733,739 $12.17 13
2021 Q1 4,010,285 $34,970,208 -$6,290 $8.72 12
2020 Q4 4,014,353 $19,872,000 +$208,384 $4.95 12
2020 Q3 3,972,731 $19,509,000 +$159,563 $4.91 15
2020 Q2 3,939,695 $29,938,000 +$104,857 $7.60 13
2020 Q1 3,925,262 $29,558,000 -$134,878 $7.53 12
2019 Q4 3,941,468 $48,873,000 -$1,176,287 $12.40 14
2019 Q3 4,033,416 $46,988,000 +$3,084,321 $11.65 18
2019 Q2 3,764,979 $50,073,000 +$50,073,002 $13.30 21