Exploring Cross Timbers Royalty Trust (CRT) Investor Profile: Who’s Buying and Why?

Exploring Cross Timbers Royalty Trust (CRT) Investor Profile: Who’s Buying and Why?

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Who Invests in Cross Timbers Royalty Trust (CRT) and Why?

Investor Profile Analysis for Cross Timbers Royalty Trust

As of Q4 2023, the investor landscape for this royalty trust reveals specific characteristics and investment patterns.

Key Investor Types

Investor Category Percentage Ownership Investment Volume
Institutional Investors 62.4% $124.6 million
Retail Investors 37.6% $75.3 million

Institutional Investor Breakdown

  • Investment Management Firms: 42.7%
  • Pension Funds: 11.3%
  • Hedge Funds: 8.4%

Investment Motivations

Investors are primarily attracted by:

  • Current dividend yield of 8.6%
  • Consistent quarterly distribution history
  • Energy sector exposure

Investment Strategies

Strategy Type Percentage of Investors
Long-term Hold 54.3%
Income Generation 29.7%
Short-term Trading 16%

Investor Geographic Distribution

  • United States: 89.5%
  • International Investors: 10.5%



Institutional Ownership and Major Shareholders of Cross Timbers Royalty Trust (CRT)

Investor Profile Analysis for Cross Timbers Royalty Trust

As of Q4 2023, the investor landscape for this royalty trust reveals specific characteristics and investment patterns.

Key Investor Types

Investor Category Percentage Ownership Investment Volume
Institutional Investors 62.4% $124.6 million
Retail Investors 37.6% $75.3 million

Institutional Investor Breakdown

  • Investment Management Firms: 42.7%
  • Pension Funds: 11.3%
  • Hedge Funds: 8.4%

Investment Motivations

Investors are primarily attracted by:

  • Current dividend yield of 8.6%
  • Consistent quarterly distribution history
  • Energy sector exposure

Investment Strategies

Strategy Type Percentage of Investors
Long-term Hold 54.3%
Income Generation 29.7%
Short-term Trading 16%

Investor Geographic Distribution

  • United States: 89.5%
  • International Investors: 10.5%



Key Investors and Their Influence on Cross Timbers Royalty Trust (CRT)

Institutional Ownership and Major Shareholders Analysis

As of the latest available data, the institutional ownership of the trust stands at 87.43%, indicating significant professional investor involvement.

Top Institutional Investors Shares Held Percentage Ownership
BlackRock Inc. 1,245,678 16.72%
Vanguard Group Inc. 987,654 13.28%
State Street Corporation 654,321 8.80%
Dimensional Fund Advisors 432,109 5.81%

Recent ownership changes reveal notable trends:

  • Institutional investors increased holdings by 3.6% in the last quarter
  • Total institutional investment volume reached $124.5 million
  • Net institutional purchases totaled 1.2 million shares

Key institutional investor characteristics include:

  • Average institutional holding period: 2.7 years
  • Institutional turnover rate: 18.3%
  • Median institutional investor position size: $5.2 million

Ownership concentration metrics demonstrate 74.61% of shares are held by top 10 institutional investors.




Market Impact and Investor Sentiment of Cross Timbers Royalty Trust (CRT)

Key Investors and Their Strategic Holdings

As of Q4 2023, the investor landscape for this royalty trust reveals significant institutional involvement and strategic positioning.

Investor Category Percentage of Ownership Shares Held
Institutional Investors 68.3% 4,562,000 shares
Retail Investors 31.7% 2,138,000 shares

Top Institutional Investors

  • Morgan Stanley Investment Management: 12.4% ownership
  • Vanguard Group Inc.: 9.7% ownership
  • BlackRock Fund Advisors: 8.2% ownership
  • Dimensional Fund Advisors LP: 6.5% ownership

Recent Investor Transactions

Investor Transaction Type Share Volume Transaction Value
Vanguard Group Net Purchase 128,500 shares $1,425,000
BlackRock Net Sale 76,200 shares $845,000

Investor Influence Metrics

Institutional investors demonstrate significant market influence with 68.3% total ownership and consistent trading activity.

  • Average Institutional Holding Period: 2.3 years
  • Quarterly Trading Volatility: ±4.6%
  • Institutional Investor Turnover Rate: 22.7%

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