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CRT

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

NewEdge 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
2025
Q4 		– Sell
-10,222
Closed -$77.1K – 4250
2025
Q3 		$77.1K Buy
10,222
+69
+0.7% +$606 ﹤0.01% 2692
2025
Q2 		$100K Sell
10,153
-999
-9% -$10.2K ﹤0.01% 2422
2025
Q1 		$146K Sell
11,152
-8,908
-44% -$96.2K ﹤0.01% 2189
2024
Q4 		$197K Sell
20,060
-717
-3% -$7.42K ﹤0.01% 2091
2024
Q3 		$218K Sell
20,777
-372
-2% -$3.69K ﹤0.01% 1968
2024
Q2 		$228K Sell
21,149
-2,533
-11% -$33.6K ﹤0.01% 1855
2024
Q1 		$309K Sell
23,682
-478
-2% -$8.04K ﹤0.01% 1626
2023
Q4 		$431K Sell
24,160
-1,636
-6% -$30.5K ﹤0.01% 1360
2023
Q3 		$502K Buy
25,796
+443
+2% +$9.12K 0.01% 1166
2023
Q2 		$558K Sell
25,353
-18,563
-42% -$399K 0.01% 1131
2023
Q1 		$816K Sell
43,916
-9,450
-18% -$210K 0.01% 876
2022
Q4 		$1.36M Sell
53,366
-242
-0.5% -$5.42K 0.04% 424
2022
Q3 		$1.03M Sell
53,608
-7,554
-12% -$143K 0.02% 634
2022
Q2 		$917K Buy
61,162
+1,675
+3% +$27.5K 0.02% 707
2022
Q1 		$780K Buy
+59,487
New +$846K 0.01% 719

Other funds holding CRT

MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors's CRT Position: Q4 2025 in Review

NewEdge Advisors sold out of Cross Timbers Royalty Trust (CRT) in Q4 2025, closing a stake of 10,222 shares — an estimated $77.1K sold.

NewEdge Advisors first reported a position in CRT in Q1 2022 and held it in 15 quarters. The position peaked at $1.36M in Q4 2022. 13 funds tracked by Wall St. Rank hold CRT as of Q4 2025.

  • NewEdge Advisors reported no remaining Cross Timbers Royalty Trust position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 10,222 Cross Timbers Royalty Trust shares in Q4 2025, an estimated $77.1K.
  • NewEdge Advisors first reported a position in Cross Timbers Royalty Trust in Q1 2022 and held it in 15 quarters.
  • NewEdge Advisors's Cross Timbers Royalty Trust position peaked at $1.36M in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.