RWM
CRT

Ritholtz Wealth Management’s Cross Timbers Royalty Trust CRT Stock Holding History

Ritholtz Wealth Management’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 		$112K Buy
+10,558
New +$95K ﹤0.01% 1168
2025
Q3 		– Sell
-17,061
Closed -$169K – 1057
2025
Q2 		$169K Buy
+17,061
New +$174K ﹤0.01% 930

Other funds holding CRT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 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 $2.66B AUM 14.89% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ritholtz Wealth Management's CRT Position: Q1 2026 in Review

Ritholtz Wealth Management opened a new position in Cross Timbers Royalty Trust (CRT) in Q1 2026: 10,558 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #1168 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in CRT as recently as Q2 2025.

Ritholtz Wealth Management first reported a position in CRT in Q2 2025 and has held it in 2 quarters since. The position peaked at $169K in Q2 2025. 22 funds tracked by Wall St. Rank hold CRT as of Q1 2026.

  • Ritholtz Wealth Management held 10,558 shares of Cross Timbers Royalty Trust worth $112K as of Q1 2026.
  • Cross Timbers Royalty Trust was a new Ritholtz Wealth Management position in Q1 2026.
  • Cross Timbers Royalty Trust made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1168 holding.
  • Ritholtz Wealth Management first reported a position in Cross Timbers Royalty Trust in Q2 2025 and has held it in 2 quarters since.
  • Ritholtz Wealth Management's Cross Timbers Royalty Trust position peaked at $169K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.