HI
CRT

Harbour Investments’s Cross Timbers Royalty Trust CRT Stock Holding History

Harbour Investments’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
Q2 		$16.3K Hold
1,800
– – ﹤0.01% 3078
2026
Q1 		$19K Buy
+1,800
New +$16.2K ﹤0.01% 2919
2023
Q2 		– Sell
-1,200
Closed -$22.4K – 3044
2023
Q1 		$22.4K Hold
1,200
– – ﹤0.01% 1691
2022
Q4 		$30.5K Hold
1,200
– – ﹤0.01% 1494
2022
Q3 		$18K Hold
1,200
– – ﹤0.01% 1697
2022
Q2 		$18K Buy
+1,200
New +$19.7K ﹤0.01% 1697
2021
Q4 		$14K Hold
1,200
– – ﹤0.01% 1796
2021
Q3 		$17K Hold
1,200
– – ﹤0.01% 2373
2021
Q2 		$14K Hold
1,200
– – ﹤0.01% 2530
2021
Q1 		$10K Buy
+1,200
New +$10.4K ﹤0.01% 2598

Other funds holding CRT

SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Harbour Investments's CRT Position: Q2 2026 in Review

Harbour Investments held its Cross Timbers Royalty Trust (CRT) position steady in Q2 2026 at 1,800 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3078.

Harbour Investments first reported a position in CRT in Q1 2021 and has held it in 10 quarters since. The position peaked at $30.5K in Q4 2022. 20 funds tracked by Wall St. Rank hold CRT as of Q2 2026.

  • Harbour Investments held 1,800 shares of Cross Timbers Royalty Trust worth $16.3K as of Q2 2026.
  • Harbour Investments left its Cross Timbers Royalty Trust share count unchanged in Q2 2026.
  • Cross Timbers Royalty Trust made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3078 holding.
  • Harbour Investments first reported a position in Cross Timbers Royalty Trust in Q1 2021 and has held it in 10 quarters since.
  • Harbour Investments's Cross Timbers Royalty Trust position peaked at $30.5K in Q4 2022.
  • 20 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.