AA
SBR

ALPS Advisors’s Sabine Royalty Trust SBR Stock Holding History

ALPS Advisors’s Portfolio SBR Stock Details SBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,900
Closed -$382K – 1103
2024
Q4 		$382K Hold
5,900
– – ﹤0.01% 722
2024
Q3 		$364K Buy
+5,900
New +$370K ﹤0.01% 782
2023
Q3 		– Sell
-4,292
Closed -$283K – 1110
2023
Q2 		$283K Buy
4,292
+35
+0.8% +$2.51K ﹤0.01% 904
2023
Q1 		$306K Buy
4,257
+420
+11% +$33.1K ﹤0.01% 857
2022
Q4 		$328K Sell
3,837
-22
-0.6% -$1.82K ﹤0.01% 799
2022
Q3 		$274K Buy
+3,859
New +$273K ﹤0.01% 936

Other funds holding SBR

Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ALPS Advisors's SBR Position: Q1 2025 in Review

ALPS Advisors sold out of Sabine Royalty Trust (SBR) in Q1 2025, closing a stake of 5,900 shares — an estimated $382K sold.

ALPS Advisors first reported a position in SBR in Q3 2022 and held it in 6 quarters. The position peaked at $382K in Q4 2024. 127 funds tracked by Wall St. Rank hold SBR as of Q1 2025.

  • ALPS Advisors reported no remaining Sabine Royalty Trust position as of Q1 2025 after selling out during the quarter.
  • ALPS Advisors sold 5,900 Sabine Royalty Trust shares in Q1 2025, an estimated $382K.
  • ALPS Advisors first reported a position in Sabine Royalty Trust in Q3 2022 and held it in 6 quarters.
  • ALPS Advisors's Sabine Royalty Trust position peaked at $382K in Q4 2024.
  • 127 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2025.

Based on ALPS Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.