Citadel Advisors’s Cross Timbers Royalty Trust CRT Stock Holding History

Citadel 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	$411K	Buy	+38,861	New	+$350K	﹤0.01%	9760
2025 Q3	–	Sell	-10,416	Closed	-$103K	–	12933
2025 Q2	$103K	Buy	+10,416	New	+$106K	﹤0.01%	11324
2025 Q1	–	Sell	-13,379	Closed	-$132K	–	14619
2024 Q4	$132K	Buy	+13,379	New	+$138K	﹤0.01%	11072
2023 Q4	–	Sell	-28,468	Closed	-$555K	–	14369
2023 Q3	$555K	Buy	28,468 +4,448	+19%	+$91.6K	﹤0.01%	7837
2023 Q2	$529K	Sell	24,020 -2,643	-10%	-$56.8K	﹤0.01%	7817
2023 Q1	$499K	Buy	26,663 +12,377	+87%	+$275K	﹤0.01%	8314
2022 Q4	$363K	Buy	14,286 +3,078	+27%	+$69K	﹤0.01%	8911
2022 Q3	$216K	Buy	+11,208	New	+$213K	﹤0.01%	10257

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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

Citadel Advisors's CRT Position: Q1 2026 in Review

Citadel Advisors opened a new position in Cross Timbers Royalty Trust (CRT) in Q1 2026: 38,861 shares worth $411K. The stake represents ﹤0.01% of the portfolio and ranks #9760 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in CRT as recently as Q2 2025.

Citadel Advisors first reported a position in CRT in Q3 2022 and has held it in 8 quarters since. The position peaked at $555K in Q3 2023. 22 funds tracked by Wall St. Rank hold CRT as of Q1 2026.

Citadel Advisors held 38,861 shares of Cross Timbers Royalty Trust worth $411K as of Q1 2026.
Cross Timbers Royalty Trust was a new Citadel Advisors position in Q1 2026.
Cross Timbers Royalty Trust made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #9760 holding.
Citadel Advisors first reported a position in Cross Timbers Royalty Trust in Q3 2022 and has held it in 8 quarters since.
Citadel Advisors's Cross Timbers Royalty Trust position peaked at $555K in Q3 2023.
22 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2026.

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