SBR

Sabine Royalty Trust

+$49.4M

Net Activity

Institutions Holding

153

Popularity Rank

#3521

Avg Weight

0.08%

Total Value

$197.0M

Ownership Trend

153 institutions currently hold SBR, with 64 net buyers and 50 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

50

Net Buying Institutions

64

Key Holders

Key Holders

Top 5 by Value

AP
Americana Partners, LLC
$20.9M
BP
Beacon Pointe Advisors, LLC
$16.6M
PF
Prospera Financial Services Inc
$13.4M
KL
King Luther Capital Management CORP
$10.8M
MS
Morgan Stanley
$10.2M

Top 5 by Conviction

SW
Significant Wealth Partners LLC
2.42%
RC
Rahlfs Capital, LLC
0.66%
HF
Howard Financial Services, LTD.
0.57%
AP
Americana Partners, LLC
0.54%
GS
Greenfield Seitz Capital Management, LLC
0.52%
View all 153 holding institutions

Quarterly Activity

Recent Activity

+$124.0M

Total Buy Value

$37.0M

Total Sell Value

New buy22
Trim36
Add42
Sold out14

64

Net Buyers

50

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-02
2026-07-02

Sabine Royalty Trust issued a press release on July 2, 2026, announcing its monthly cash distribution to unitholders of record on July 15, 2026. This is a routine monthly disclosure of the trust’s cash flow. The filing itself confirms the distribution schedule.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding SABINE ROYALTY TRUST (SBR)?
Major stakeholders currently include Americana Partners, LLC ($20.9M), Beacon Pointe Advisors, LLC ($16.6M), Prospera Financial Services Inc ($13.4M). Based on the latest 13F filings, there are a total of 153 tracked investment funds and institutions maintaining positions in SBR.
What is the overall institutional sentiment toward SBR recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $49.4M, driven by 64 managers accumulating shares while 50 reduced their exposure.
Which institutions have been selling or reducing their SBR positions?
In the latest period, 36 funds trimmed their holdings, and 14 managers completely exited their positions. The aggregate reported sell value was $37.0M.
Are there any notable investors adding SBR to their portfolios?
Yes, buying activity remains notable. 22 institutions opened new positions in {ticker}, and 42 existing holders added to their shares. The total reported buy value for the quarter amounted to $124.0M.

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