Chilton Capital Management’s Mesa Royalty Trust MTR Stock Holding History

Chilton Capital Management’s Portfolio MTR Stock Details MTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03K	Hold	331	–	–	﹤0.01%	559
2026 Q1	$1.61K	Hold	331	–	–	﹤0.01%	611
2025 Q4	$1.39K	Hold	331	–	–	﹤0.01%	562
2025 Q3	$1.74K	Hold	331	–	–	﹤0.01%	542
2025 Q2	$1.79K	Hold	331	–	–	﹤0.01%	503
2025 Q1	$2.04K	Hold	331	–	–	﹤0.01%	503
2024 Q4	$1.91K	Hold	331	–	–	﹤0.01%	523
2024 Q3	$1.87K	Hold	331	–	–	﹤0.01%	603
2024 Q2	$2.81K	Hold	331	–	–	﹤0.01%	551
2024 Q1	$3.49K	Hold	331	–	–	﹤0.01%	528
2023 Q4	$4.32K	Hold	331	–	–	﹤0.01%	515
2023 Q3	$5.04K	Hold	331	–	–	﹤0.01%	462
2023 Q2	$8.11K	Hold	331	–	–	﹤0.01%	453
2023 Q1	$5.3K	Buy	+331	New	+$5.76K	﹤0.01%	491
2022 Q3	–	Sell	-331	Closed	-$4K	–	464
2022 Q2	$4K	Buy	+331	New	+$4.74K	﹤0.01%	556
2022 Q1	–	Sell	-331	Closed	-$2K	–	460
2021 Q4	$2K	Buy	+331	New	+$2.01K	﹤0.01%	610

Other funds holding MTR

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Chilton Capital Management's MTR Position: Q2 2026 in Review

Chilton Capital Management held its Mesa Royalty Trust (MTR) position steady in Q2 2026 at 331 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Chilton Capital Management first reported a position in MTR in Q4 2021 and has held it in 16 quarters since. The position peaked at $8.11K in Q2 2023. 13 funds tracked by Wall St. Rank hold MTR as of Q2 2026.

Chilton Capital Management held 331 shares of Mesa Royalty Trust worth $1.03K as of Q2 2026.
Chilton Capital Management left its Mesa Royalty Trust share count unchanged in Q2 2026.
Mesa Royalty Trust made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #559 holding.
Chilton Capital Management first reported a position in Mesa Royalty Trust in Q4 2021 and has held it in 16 quarters since.
Chilton Capital Management's Mesa Royalty Trust position peaked at $8.11K in Q2 2023.
13 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.