Beacon Pointe Advisors’s Cross Timbers Royalty Trust CRT Stock Holding History

Beacon Pointe Advisors’s Portfolio CRT Stock Details CRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$664K	Buy	+62,800	New	+$565K	﹤0.01%	1167
2025 Q1	–	Sell	-62,800	Closed	-$618K	–	1226
2024 Q4	$618K	Buy	+62,800	New	+$650K	0.01%	765
2024 Q2	–	Sell	-71,300	Closed	-$929K	–	1296
2024 Q1	$929K	Hold	71,300	–	–	0.01%	713
2023 Q4	$1.25M	Hold	71,300	–	–	0.01%	600
2023 Q3	$1.39M	Hold	71,300	–	–	0.02%	544
2023 Q2	$1.57M	Buy	+71,300	New	+$1.53M	0.03%	422
2023 Q1	–	Sell	-10,000	Closed	-$254K	–	1158
2022 Q4	$254K	Buy	+10,000	New	+$224K	﹤0.01%	918

Other funds holding CRT

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beacon Pointe Advisors's CRT Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in Cross Timbers Royalty Trust (CRT) in Q1 2026: 62,800 shares worth $664K. The stake represents ﹤0.01% of the portfolio and ranks #1167 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in CRT as recently as Q4 2024.

Beacon Pointe Advisors first reported a position in CRT in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.57M in Q2 2023. 22 funds tracked by Wall St. Rank hold CRT as of Q1 2026.

Beacon Pointe Advisors held 62,800 shares of Cross Timbers Royalty Trust worth $664K as of Q1 2026.
Cross Timbers Royalty Trust was a new Beacon Pointe Advisors position in Q1 2026.
Cross Timbers Royalty Trust made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1167 holding.
Beacon Pointe Advisors first reported a position in Cross Timbers Royalty Trust in Q4 2022 and has held it in 7 quarters since.
Beacon Pointe Advisors's Cross Timbers Royalty Trust position peaked at $1.57M in Q2 2023.
22 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.