Scully Royalty Ltd.

SRL • NYSE

Scully Royalty Ltd. is a financial - capital markets company in the financial services sector on NYSE, led by Samuel Morrow, with a market cap of $96.3M. As of Q3 2025, 27% of shares are held by 13 institutional investors, with IAT REINSURANCE CO LTD. as the largest holder at 23.05%.

Chief Executive OfficerSamuel Morrow

Market Cap$96.3M

Financial - Capital Markets

Financial Services

Employees72.0

Websitescullyroyalty.com

Overview

Overview of institutional ownership in SRL as of Q3 2025 with a market cap of $88.9M

All Institutions

Institutions: 13
Value Held: $24.2M
Shares Held: 4.0M
Avg Position: $1.9M
Median Position: $7.1K

Hedge Funds

Hedge Funds: 2
Value Held: $2.5M
Shares Held: 416.0K
Avg Position: $1.2M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

24.4%

$21.7M

Hedge Funds

2.81%

$2.5M

Retail & Other

72.79%

$64.7M

Based on market cap of $88.9M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SRL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
I IAT REINSURANCE CO LTD. Institution	-	$20.5M 5.27% of portfolio	23.05% 3.4M shares	Q2 2019 Held for 6y 5m	$388.9M
N Nantahala Capital Management, LLC Hedge Fund•Multi-Strategy	Daniel J. Mack Managing Partner	$2.2M 0.14% of portfolio	2.48% 368.2K shares	Q2 2019 Held for 6y 5m	$1.6B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$1.2M 0.00% of portfolio	1.30% 192.2K shares	Q2 2019 Held for 6y 5m	$1.65T
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	$286.9K 0.00% of portfolio	0.32% 47.8K shares	Q2 2019 Held for 6y 5m	$75.8B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$21.6K 0.00% of portfolio	0.02% 3.6K shares	Q2 2019 Held for 6y 5m	$488.50B
UBS Group AG Institution	Sergio P. Ermotti CEO	$16.3K 0.00% of portfolio	0.02% 2.7K shares	Q4 2021 Held for 3y 11m	$511.54B
Founders Capital Management RIA/Wealth	James Lincoln Walter President	$7.1K 0.00% of portfolio	0.01% 1.2K shares	Q4 2020 Held for 4y 11m	$188.8M
Larson Financial Group LLC RIA/Wealth	Paul Douglas Larson President	$1.4K 0.00% of portfolio	0.00% 226.0 shares	Q2 2019 Held for 6y 5m	$2.8B
R ROYAL BANK OF CANADA Institution	-	$1.0K 0.00% of portfolio	0.00% 100.0 shares	Q4 2020 Held for 4y 11m	$542.04B
A Advisor Group Holdings, Inc. Institution	-	$390.0 0.00% of portfolio	0.00% 65.0 shares	Q2 2024 Held for 1y 5m	$71.0B

Net Capital Flow

Institutional buying and selling activity for SRL in Q3 2025

Traded: −$125.0K
Buyers: 2
Sellers: 5
Total Bought: +$1.3K
Total Sold: −$126.3K
Avg Position: $1.7M

Biggest Buyers

Institution	Net Bought	Current Position
R ROYAL BANK OF CANADA Institution	+$1.0K +-34.4K shares	$1.0K 100.0 shares
Federation des caisses Desjardins du Quebec Fund of Funds	+$288.0 +48.0 shares	$288.0 48.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
WELLS FARGO & COMPANY/MN Institution	−$54.7K −9.1K shares	$21.6K 3.6K shares
MORGAN STANLEY RIA/Wealth	−$34.9K −5.8K shares	$1.2M 192.2K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$33.6K −5.6K shares	$286.9K 47.8K shares
UBS Group AG Institution	−$2.0K −326.0 shares	$16.3K 2.7K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$1.1K −187.0 shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SRL in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 1
Exited Value: $1.1K

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$1.1K 187.0 shares

Options Activity

Institutions with the largest Call and Put options positions in SRL as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SRL as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
I IAT REINSURANCE CO LTD. Institution	-	5.27% $20.5M	23.05% 3.4M shares	Q2 2019 Held for 6y 5m	$388.9M
N Nantahala Capital Management, LLC Hedge Fund•Multi-Strategy	Daniel J. Mack Managing Partner	0.14% $2.2M	2.48% 368.2K shares	Q2 2019 Held for 6y 5m	$1.6B
Founders Capital Management RIA/Wealth	James Lincoln Walter President	0.00% $7.1K	0.01% 1.2K shares	Q4 2020 Held for 4y 11m	$188.8M
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	0.00% $286.9K	0.32% 47.8K shares	Q2 2019 Held for 6y 5m	$75.8B
PFS Partners, LLC RIA/Wealth	David Ryan Vollmer Managing Partner	0.00% $348.0	0.00% 58.0 shares	Q4 2021 Held for 3y 11m	$210.1M
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	0.00% $1.2M	1.30% 192.2K shares	Q2 2019 Held for 6y 5m	$1.65T
Larson Financial Group LLC RIA/Wealth	Paul Douglas Larson President	0.00% $1.4K	0.00% 226.0 shares	Q2 2019 Held for 6y 5m	$2.8B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	0.00% $21.6K	0.02% 3.6K shares	Q2 2019 Held for 6y 5m	$488.50B
UBS Group AG Institution	Sergio P. Ermotti CEO	0.00% $16.3K	0.02% 2.7K shares	Q4 2021 Held for 3y 11m	$511.54B
Federation des caisses Desjardins du Quebec Fund of Funds	Neil David Blundell CIO	0.00% $288.0	0.00% 48.0 shares	Q3 2025 Held for 2 months	$25.4B

Hedge Fund Spotlight

Discover hedge funds investing in SRL

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in Scully Royalty Ltd.

Market Value: $286.9K
Shares Held: 47.8K
Portfolio Weight: 0.00%
Owned Since: 2019-Q2

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%