CCM
CRT

Chilton Capital Management’s Cross Timbers Royalty Trust CRT Stock Holding History

Chilton Capital Management’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
2024
Q1 		– Sell
-1,000
Closed -$17.5K – 615
2023
Q4 		$17.5K Hold
1,000
– – ﹤0.01% 440
2023
Q3 		$19.4K Hold
1,000
– – ﹤0.01% 394
2023
Q2 		$22K Hold
1,000
– – ﹤0.01% 401
2023
Q1 		$18.6K Buy
+1,000
New +$22.2K ﹤0.01% 418
2022
Q3 		– Sell
-1,400
Closed -$21K – 292
2022
Q2 		$21K Buy
+1,400
New +$22.9K ﹤0.01% 393

Other funds holding CRT

BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chilton Capital Management's CRT Position: Q1 2024 in Review

Chilton Capital Management sold out of Cross Timbers Royalty Trust (CRT) in Q1 2024, closing a stake of 1,000 shares — an estimated $17.5K sold.

Chilton Capital Management first reported a position in CRT in Q2 2022 and held it in 5 quarters. The position peaked at $22K in Q2 2023. 21 funds tracked by Wall St. Rank hold CRT as of Q1 2024.

  • Chilton Capital Management reported no remaining Cross Timbers Royalty Trust position as of Q1 2024 after selling out during the quarter.
  • Chilton Capital Management sold 1,000 Cross Timbers Royalty Trust shares in Q1 2024, an estimated $17.5K.
  • Chilton Capital Management first reported a position in Cross Timbers Royalty Trust in Q2 2022 and held it in 5 quarters.
  • Chilton Capital Management's Cross Timbers Royalty Trust position peaked at $22K in Q2 2023.
  • 21 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2024.

Based on Chilton Capital Management's 13F filing for Q1 2024, filed 7 May 2024.