Cross Timbers Royalty Trust
US ˙ NYSE ˙ US22757R1095

SecurityCRT / Cross Timbers Royalty Trust
InstitutionMorgan Stanley
Latest Disclosed Ownership6,186 shares
Latest Disclosed Value $ 65,448
Morgan Stanley reports 39.42% increase in ownership of CRT / Cross Timbers Royalty Trust

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 6,186 shares of Cross Timbers Royalty Trust (US:CRT) valued at $65,448 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 4,437 shares of Cross Timbers Royalty Trust. This represents a change in shares of 39.42% during the quarter. The current value of the position is $66,438 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 6,186 1,749 39.42 65 85.71 0.0000
2026-05-27 2025-12-31 13F/A-1 CROSS TIMBERS RTY TR TR UNIT 22757R109 4,437 -26,317 -85.57 35 -84.85 0.0000
2026-02-13 2025-12-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 4,437 -26,317 35 0.0000
2026-05-27 2025-09-30 13F/A-1 CROSS TIMBERS RTY TR TR UNIT 22757R109 30,754 -7,098 -18.75 232 -38.24 0.0000
2025-11-14 2025-09-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 30,754 -7,098 232 0.0000
2025-08-15 2025-06-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 37,852 15,701 70.88 374 28.52 0.0000
2025-05-15 2025-03-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 22,151 -9,698 -30.45 292 -7.62 0.0000
2025-05-15 2024-12-31 13F/A-1 CROSS TIMBERS RTY TR TR UNIT 22757R109 31,849 16,797 111.59 315 98.11 0.0000
2025-02-14 2024-12-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 31,849 16,797 315 0.0000
2025-05-14 2024-09-30 13F/A-2 CROSS TIMBERS RTY TR TR UNIT 22757R109 15,052 -20,934 -58.17 159 -59.02 0.0000
2025-02-14 2024-09-30 13F/A-1 CROSS TIMBERS RTY TR TR UNIT 22757R109 15,052 -20,934 159 0.0000
2024-11-14 2024-09-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 15,052 -20,934 159 0.0000
2025-05-14 2024-06-30 13F/A-2 CROSS TIMBERS RTY TR TR UNIT 22757R109 35,986 5,193 16.86 389 -3.24 0.0000
2024-10-17 2024-06-30 13F/A-1 CROSS TIMBERS RTY TR TR UNIT 22757R109 35,986 5,193 389 0.0000
2024-08-14 2024-06-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 35,986 5,193 389 0.0000
2024-10-17 2024-03-31 13F/A-2 CROSS TIMBERS RTY TR TR UNIT 22757R109 30,793 13,510 78.17 402 32.34 0.0000
2024-08-16 2024-03-31 13F/A-1 CROSS TIMBERS RTY TR TR UNIT 22757R109 30,793 13,510 402 0.0000
2024-05-15 2024-03-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 30,793 13,510 402 0.0000
2024-08-16 2023-12-31 13F/A-1 CROSS TIMBERS RTY TR TR UNIT 22757R109 17,283 15,163 715.24 304 639.02 0.0000
2024-02-13 2023-12-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 17,283 15,163 304 0.0000
2023-11-15 2023-09-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 2,120 967 83.87 41 64.00 0.0000
2023-08-14 2023-06-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 1,153 998 643.87 25 1,150.00 0.0000
2023-05-15 2023-03-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 155 -20,172 -99.24 3 -99.61 0.0000
2023-02-14 2022-12-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 20,327 18,112 817.70 517 1,130.95 0.0001
2022-11-14 2022-09-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 2,215 869 64.56 42 110.00 0.0000
2022-10-27 2022-06-30 13F/A-1 CROSS TIMBERS RTY TR TR UNIT 22757R109 1,346 -2,301 -63.09 20 -57.45 0.0000
2022-08-15 2022-06-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 1,346 -2,301 20 0.0000
2022-10-27 2022-03-31 13F/A-1 CROSS TIMBERS RTY TR TR UNIT 22757R109 3,647 -44,415 -92.41 47 -91.47 0.0000
2022-05-13 2022-03-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 3,647 -44,415 47 0.0000
2022-02-14 2021-12-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 48,062 40,640 547.56 551 429.81 0.0001
2021-11-15 2021-09-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 7,422 -43,994 -85.56 104 -82.89 0.0000
2021-08-23 2021-06-30 13F/A-1 CROSS TIMBERS RTY TR TR UNIT 22757R109 51,416 -5,240 -9.25 608 26.93 0.0001
2021-08-16 2021-06-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 51,416 -5,240 608 0.0000
2021-05-17 2021-03-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 56,656 42,802 308.95 479 320.18 0.0001
2021-02-16 2020-12-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 13,854 10,000 259.47 114 442.86 0.0000
2020-11-13 2020-09-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 3,854 0 0.00 21 -25.00 0.0000
2020-08-14 2020-06-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 3,854 -125 -3.14 28 21.74 0.0000
2020-05-26 2020-03-31 13F/A-1 CROSS TIMBERS RTY TR TR UNIT 22757R109 3,979 -48,732 -92.45 23 -95.00 0.0000
2020-05-15 2020-03-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 3,979 -48,732 23 1.7669
2020-02-14 2019-12-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 52,711 15,458 41.49 460 46.50 0.0001
2019-11-14 2019-09-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 37,253 28,652 333.12 314 188.07 0.0001
2019-08-14 2019-06-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 8,601 -27,860 -76.41 109 -73.92 0.0000
2019-05-15 2019-03-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 36,461 13,962 62.06 418 70.61 0.0001
2019-02-14 2018-12-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 22,499 13,305 144.71 245 80.15 0.0001
2019-04-23 2018-09-30 13F/A-2 CROSS TIMBERS RTY TR TR UNIT 22757R109 9,194 -450 -4.67 136 -2.16 0.0000
2018-11-20 2018-09-30 13F/A-1 CROSS TIMBERS RTY TR TR UNIT 22757R109 9,194 0 136 0.0000
2018-11-14 2018-09-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 9,194 -450 136
2019-04-23 2018-06-30 13F/A-1 CROSS TIMBERS RTY TR TR UNIT 22757R109 9,644 -3,880 -28.69 139 -29.80 0.0000
2018-08-14 2018-06-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 9,644 -3,880 139
2019-04-23 2018-03-31 13F/A-1 CROSS TIMBERS RTY TR TR UNIT 22757R109 13,524 1,529 12.75 198 11.86 0.0001
2018-05-14 2018-03-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 13,524 1,529 198
2019-04-23 2017-12-31 13F/A-1 CROSS TIMBERS RTY TR TR UNIT 22757R109 11,995 -9,465 -44.11 177 -43.45 0.0000
2018-02-14 2017-12-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 11,995 -9,465 177
2017-11-14 2017-09-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 21,460 17,234 407.81 313 381.54 0.0001
2017-08-11 2017-06-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 4,226 -19,323 -82.05 65 -81.16 0.0000
2017-05-22 2017-03-31 13F/A-1 CROSS TIMBERS RTY TR TR UNIT 22757R109 23,549 -1,681 -6.66 345 -24.01 0.0001
2017-05-12 2017-03-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 23,549 345
2017-02-22 2016-12-31 13F/A-1 CROSS TIMBERS RTY TR TR UNIT 22757R109 25,230 20,250 406.63 454 398.90 0.0001
2017-02-13 2016-12-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 25,230 454
2016-11-10 2016-09-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 4,980 -418 -7.74 91 -7.14 0.0000
2016-08-12 2016-06-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 5,398 -5,491 -50.43 98 -40.96 0.0000
2016-05-12 2016-03-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 10,889 4,441 68.87 166 97.62 0.0001
2016-02-09 2015-12-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 6,448 1,478 29.74 84 9.09 0.0000
2016-02-08 2015-09-30 13F/A-1 CROSS TIMBERS RTY TR TR UNIT 22757R109 4,970 -795 -13.79 77 -18.95 0.0000
2015-11-09 2015-09-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 4,970 77
2015-08-12 2015-06-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 5,765 -4,040 -41.20 95 -49.47 0.0000
2015-05-14 2015-03-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 9,805 2,315 30.91 188 44.62 0.0001
2015-02-13 2014-12-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 7,490 -3,524 -32.00 130 -62.96 0.0000
2014-12-16 2014-09-30 13F/A-1 CROSS TIMBERS RTY TR TR UNIT 22757R109 11,014 1,780 19.28 351 14.71 0.0001
2014-11-14 2014-09-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 11,014 351
2014-08-12 2014-06-30 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 9,234 1,077 13.20 306 20.47 0.0005
2014-05-13 2014-03-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 8,157 -5,034 -38.16 254 -34.37 0.0001
2014-02-13 2013-12-31 13F CROSS TIMBERS RTY TR TR UNIT 22757R109 13,191 -7,578 -36.49 387 -36.45 0.0002
2013-11-13 2013-09-30 13F CROSS TIMBERS RTY TR COM RE COM 22757R109 20,769 -102 -0.49 609 7.79 0.0003
2013-08-08 2013-06-30 13F CROSS TIMBERS RTY TR COM RE COM 22757R109 20,871 20,871 565 0.0003
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.