SA
CRT

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

SoftVest 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
2026
Q1 		$7.38M Buy
+697,893
New +$6.28M 0.85% 5

Other funds holding CRT

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
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 $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SoftVest Advisors's CRT Position: Q1 2026 in Review

SoftVest Advisors opened a new position in Cross Timbers Royalty Trust (CRT) in Q1 2026: 697,893 shares worth $7.38M. The stake represents 0.85% of the portfolio and ranks #5 among its holdings.

22 funds tracked by Wall St. Rank hold CRT as of Q1 2026.

  • SoftVest Advisors held 697,893 shares of Cross Timbers Royalty Trust worth $7.38M as of Q1 2026.
  • Cross Timbers Royalty Trust was a new SoftVest Advisors position in Q1 2026.
  • Cross Timbers Royalty Trust made up 0.85% of SoftVest Advisors's portfolio in Q1 2026, its #5 holding.
  • 22 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2026.

Based on SoftVest Advisors's 13F filing for Q1 2026, filed 15 May 2026.