GIA
NRT

GHP Investment Advisors’s North European Oil Royalty Trust NRT Stock Holding History

GHP Investment Advisors’s Portfolio NRT Stock Details NRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-140
Closed -$663 – 994
2025
Q1 		$663 Buy
+140
New +$655 ﹤0.01% 899

Other funds holding NRT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USB
Union Savings Bank Litchfield, Connecticut $249M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GHP Investment Advisors's NRT Position: Q2 2025 in Review

GHP Investment Advisors sold out of North European Oil Royalty Trust (NRT) in Q2 2025, closing a stake of 140 shares — an estimated $663 sold.

GHP Investment Advisors first reported a position in NRT in Q1 2025 and held it in 1 quarter. The position peaked at $663 in Q1 2025. 22 funds tracked by Wall St. Rank hold NRT as of Q2 2025.

  • GHP Investment Advisors reported no remaining North European Oil Royalty Trust position as of Q2 2025 after selling out during the quarter.
  • GHP Investment Advisors sold 140 North European Oil Royalty Trust shares in Q2 2025, an estimated $663.
  • GHP Investment Advisors first reported a position in North European Oil Royalty Trust in Q1 2025 and held it in 1 quarter.
  • GHP Investment Advisors's North European Oil Royalty Trust position peaked at $663 in Q1 2025.
  • 22 funds tracked by Wall St. Rank held North European Oil Royalty Trust as of Q2 2025.

Based on GHP Investment Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.