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
Q2 		– Sell
-10,558
Closed -$112K – 1329
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 $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

Ritholtz Wealth Management's CRT Position: Q2 2026 in Review

Ritholtz Wealth Management sold out of Cross Timbers Royalty Trust (CRT) in Q2 2026, closing a stake of 10,558 shares — an estimated $112K sold.

Ritholtz Wealth Management first reported a position in CRT in Q2 2025 and held it in 2 quarters. The position peaked at $169K in Q2 2025. 20 funds tracked by Wall St. Rank hold CRT as of Q2 2026.

  • Ritholtz Wealth Management reported no remaining Cross Timbers Royalty Trust position as of Q2 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 10,558 Cross Timbers Royalty Trust shares in Q2 2026, an estimated $112K.
  • Ritholtz Wealth Management first reported a position in Cross Timbers Royalty Trust in Q2 2025 and held it in 2 quarters.
  • Ritholtz Wealth Management's Cross Timbers Royalty Trust position peaked at $169K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.