Morgan Stanley
CRT

Morgan Stanley’s Cross Timbers Royalty Trust CRT Stock Holding History

Morgan Stanley’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 		$65.4K Buy
6,186
+1,749
+39% +$15.7K ﹤0.01% 6310
2025
Q4 		$35.3K Sell
4,437
-26,317
-86% -$210K ﹤0.01% 6536
2025
Q3 		$232K Sell
30,754
-7,098
-19% -$62.3K ﹤0.01% 5837
2025
Q2 		$374K Buy
37,852
+15,701
+71% +$160K ﹤0.01% 5595
2025
Q1 		$292K Sell
22,151
-9,698
-30% -$105K ﹤0.01% 5576
2024
Q4 		$315K Buy
31,849
+16,797
+112% +$174K ﹤0.01% 5614
2024
Q3 		$159K Sell
15,052
-20,934
-58% -$208K ﹤0.01% 5836
2024
Q2 		$389K Buy
35,986
+5,193
+17% +$69K ﹤0.01% 5404
2024
Q1 		$402K Sell
30,793
-3,773
-11% -$63.5K ﹤0.01% 5409
2023
Q4 		$607K Buy
34,566
+32,446
+1,530% +$605K ﹤0.01% 5544
2023
Q3 		$41.3K Buy
2,120
+967
+84% +$19.9K ﹤0.01% 6246
2023
Q2 		$25.4K Buy
1,153
+998
+644% +$21.4K ﹤0.01% 6485
2023
Q1 		$2.9K Sell
155
-20,172
-99% -$448K ﹤0.01% 7171
2022
Q4 		$517K Buy
20,327
+18,112
+818% +$406K ﹤0.01% 5236
2022
Q3 		$42K Buy
2,215
+869
+65% +$16.5K ﹤0.01% 6477
2022
Q2 		$20K Sell
1,346
-2,301
-63% -$37.7K ﹤0.01% 6981
2022
Q1 		$47K Sell
3,647
-44,415
-92% -$632K ﹤0.01% 6732
2021
Q4 		$551K Buy
48,062
+40,640
+548% +$524K ﹤0.01% 5486
2021
Q3 		$104K Sell
7,422
-43,994
-86% -$541K ﹤0.01% 6349
2021
Q2 		$608K Sell
51,416
-5,240
-9% -$52.1K ﹤0.01% 5402
2021
Q1 		$479K Buy
56,656
+42,802
+309% +$372K ﹤0.01% 5177
2020
Q4 		$114K Buy
13,854
+10,000
+259% +$73.1K ﹤0.01% 5853
2020
Q3 		$21K Hold
3,854
– – ﹤0.01% 6041
2020
Q2 		$28K Sell
3,854
-125
-3% -$822 ﹤0.01% 5898
2020
Q1 		$23K Sell
3,979
-48,732
-92% -$369K ﹤0.01% 5753
2019
Q4 		$460K Buy
52,711
+15,458
+41% +$126K ﹤0.01% 4974
2019
Q3 		$314K Buy
37,253
+28,652
+333% +$297K ﹤0.01% 4907
2019
Q2 		$109K Sell
8,601
-27,860
-76% -$337K ﹤0.01% 5281
2019
Q1 		$418K Buy
36,461
+13,962
+62% +$168K ﹤0.01% 4658
2018
Q4 		$245K Buy
22,499
+13,305
+145% +$190K ﹤0.01% 5197
2018
Q3 		$136K Sell
9,194
-450
-5% -$6.71K ﹤0.01% 5596
2018
Q2 		$139K Sell
9,644
-3,880
-29% -$53.8K ﹤0.01% 5657
2018
Q1 		$198K Buy
13,524
+1,529
+13% +$22.9K ﹤0.01% 5472
2017
Q4 		$177K Sell
11,995
-9,465
-44% -$140K ﹤0.01% 5455
2017
Q3 		$313K Buy
21,460
+17,234
+408% +$256K ﹤0.01% 5138
2017
Q2 		$65K Sell
4,226
-19,323
-82% -$300K ﹤0.01% 5787
2017
Q1 		$345K Sell
23,549
-1,681
-7% -$28K ﹤0.01% 5048
2016
Q4 		$454K Buy
25,230
+20,250
+407% +$364K ﹤0.01% 4986
2016
Q3 		$91K Sell
4,980
-418
-8% -$7.89K ﹤0.01% 5343
2016
Q2 		$98K Sell
5,398
-5,491
-50% -$90.5K ﹤0.01% 5247
2016
Q1 		$166K Buy
10,889
+4,441
+69% +$62.5K ﹤0.01% 5083
2015
Q4 		$84K Buy
6,448
+1,478
+30% +$23.2K ﹤0.01% 5496
2015
Q3 		$77K Sell
4,970
-795
-14% -$11.9K ﹤0.01% 5546
2015
Q2 		$95K Sell
5,765
-4,040
-41% -$77.7K ﹤0.01% 5616
2015
Q1 		$188K Buy
9,805
+2,315
+31% +$46K ﹤0.01% 5237
2014
Q4 		$130K Sell
7,490
-3,524
-32% -$88.1K ﹤0.01% 5431
2014
Q3 		$351K Buy
11,014
+1,780
+19% +$56.9K ﹤0.01% 4800
2014
Q2 		$306K Buy
9,234
+1,077
+13% +$36.1K ﹤0.01% 4926
2014
Q1 		$254K Sell
8,157
-5,034
-38% -$153K ﹤0.01% 4985
2013
Q4 		$387K Sell
13,191
-7,578
-36% -$224K ﹤0.01% 4633
2013
Q3 		$609K Sell
20,769
-102
-0.5% -$2.88K ﹤0.01% 4195
2013
Q2 		$565K Buy
+20,871
New +$592K ﹤0.01% 4172

Other funds holding CRT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 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 $18.9B AUM 18.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Marshall Wace
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley's CRT Position: Q1 2026 in Review

Morgan Stanley increased its Cross Timbers Royalty Trust (CRT) stake by 39% in Q1 2026, buying an estimated $15.7K and bringing the position to 6,186 shares worth $65.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6310.

Morgan Stanley first reported a position in CRT in Q2 2013 and has held it in 52 quarters since. The position peaked at $609K in Q3 2013. 22 funds tracked by Wall St. Rank hold CRT as of Q1 2026.

  • Morgan Stanley held 6,186 shares of Cross Timbers Royalty Trust worth $65.4K as of Q1 2026.
  • Morgan Stanley bought 1,749 Cross Timbers Royalty Trust shares in Q1 2026, an estimated $15.7K.
  • Cross Timbers Royalty Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6310 holding.
  • Morgan Stanley first reported a position in Cross Timbers Royalty Trust in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Cross Timbers Royalty Trust position peaked at $609K in Q3 2013.
  • 22 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.