CCM
SBR

Chilton Capital Management’s Sabine Royalty Trust SBR Stock Holding History

Chilton Capital Management’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
2026
Q1 		$2.33M Sell
31,096
-917
-3% -$65.4K 0.08% 97
2025
Q4 		$2.2M Sell
32,013
-3,165
-9% -$230K 0.08% 98
2025
Q3 		$2.79M Sell
35,178
-345
-1% -$24.6K 0.09% 94
2025
Q2 		$2.36M Sell
35,523
-5,504
-13% -$362K 0.09% 96
2025
Q1 		$2.77M Sell
41,027
-5,066
-11% -$337K 0.12% 90
2024
Q4 		$2.99M Sell
46,093
-1,156
-2% -$72.5K 0.13% 88
2024
Q3 		$2.91M Buy
47,249
+1,393
+3% +$87.4K 0.12% 90
2024
Q2 		$2.96M Sell
45,856
-2,006
-4% -$129K 0.13% 87
2024
Q1 		$3.03M Sell
47,862
-1,910
-4% -$119K 0.14% 86
2023
Q4 		$3.37M Sell
49,772
-187
-0.4% -$11.8K 0.17% 87
2023
Q3 		$3.28M Sell
49,959
-1,265
-2% -$83.1K 0.18% 84
2023
Q2 		$3.37M Buy
51,224
+471
+0.9% +$33.7K 0.18% 83
2023
Q1 		$3.65M Buy
50,753
+645
+1% +$50.8K 0.21% 83
2022
Q4 		$4.27M Buy
50,108
+1,282
+3% +$106K 0.27% 80
2022
Q3 		$3.47M Sell
48,826
-3,095
-6% -$219K 0.23% 82
2022
Q2 		$3.16M Sell
51,921
-585
-1% -$39.5K 0.19% 87
2022
Q1 		$3.03M Sell
52,506
-875
-2% -$46.1K 0.16% 90
2021
Q4 		$2.21M Sell
53,381
-2,448
-4% -$104K 0.11% 100
2021
Q3 		$2.38M Sell
55,829
-1,201
-2% -$47.8K 0.13% 98
2021
Q2 		$2.3M Buy
57,030
+3,830
+7% +$137K 0.13% 99
2021
Q1 		$1.61M Sell
53,200
-2,045
-4% -$64.4K 0.11% 104
2020
Q4 		$1.55M Sell
55,245
-193
-0.3% -$5.63K 0.11% 94
2020
Q3 		$1.61M Sell
55,438
-980
-2% -$29.6K 0.13% 94
2020
Q2 		$1.56M Sell
56,418
-420
-0.7% -$11.5K 0.13% 95
2020
Q1 		$1.59M Sell
56,838
-735
-1% -$26K 0.16% 94
2019
Q4 		$2.32M Sell
57,573
-112
-0.2% -$4.43K 0.18% 97
2019
Q3 		$2.5M Buy
57,685
+33
+0.1% +$1.47K 0.21% 93
2019
Q2 		$2.77M Buy
57,652
+320
+0.6% +$15.5K 0.24% 86
2019
Q1 		$2.66M Sell
57,332
-1,346
-2% -$58.3K 0.24% 87
2018
Q4 		$2.18M Sell
58,678
-1,585
-3% -$60.3K 0.21% 90
2018
Q3 		$2.54M Sell
60,263
-1,768
-3% -$78.8K 0.21% 89
2018
Q2 		$2.92M Sell
62,031
-1,765
-3% -$81.9K 0.25% 88
2018
Q1 		$2.8M Sell
63,796
-2,790
-4% -$125K 0.25% 86
2017
Q4 		$2.97M Sell
66,586
-4,170
-6% -$178K 0.27% 82
2017
Q3 		$2.89M Sell
70,756
-505
-0.7% -$19.9K 0.28% 81
2017
Q2 		$2.76M Sell
71,261
-5,290
-7% -$198K 0.3% 78
2017
Q1 		$2.73M Buy
76,551
+3,815
+5% +$142K 0.27% 82
2016
Q4 		$2.56M Sell
72,736
-10,250
-12% -$371K 0.27% 82
2016
Q3 		$3.05M Buy
82,986
+5,838
+8% +$214K 0.31% 75
2016
Q2 		$2.58M Buy
77,148
+15,752
+26% +$520K 0.25% 84
2016
Q1 		$1.82M Buy
61,396
+1,757
+3% +$53.3K 0.18% 95
2015
Q4 		$1.57M Sell
59,639
-1,010
-2% -$31.5K 0.16% 100
2015
Q3 		$1.85M Buy
60,649
+6,512
+12% +$215K 0.19% 96
2015
Q2 		$2.04M Sell
54,137
-2,103
-4% -$83.8K 0.19% 97
2015
Q1 		$2.21M Sell
56,240
-10,800
-16% -$437K 0.22% 94
2014
Q4 		$2.4M Sell
67,040
-1,035
-2% -$48.8K 0.24% 95
2014
Q3 		$3.69M Buy
68,075
+1,085
+2% +$61.6K 0.39% 82
2014
Q2 		$4.06M Buy
66,990
+1,970
+3% +$109K 0.4% 81
2014
Q1 		$3.22M Buy
+65,020
New +$3.27M 0.34% 84

Other funds holding SBR

AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Chilton Capital Management's SBR Position: Q1 2026 in Review

Chilton Capital Management reduced its Sabine Royalty Trust (SBR) stake by 2.9% in Q1 2026, selling an estimated $65.4K and leaving 31,096 shares worth $2.33M. The position accounts for 0.08% of the portfolio, ranked #97.

Chilton Capital Management first reported a position in SBR in Q1 2014 and has held it in 49 quarters since. The position peaked at $4.27M in Q4 2022. 153 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

  • Chilton Capital Management held 31,096 shares of Sabine Royalty Trust worth $2.33M as of Q1 2026.
  • Chilton Capital Management sold 917 Sabine Royalty Trust shares in Q1 2026, an estimated $65.4K.
  • Sabine Royalty Trust made up 0.08% of Chilton Capital Management's portfolio in Q1 2026, its #97 holding.
  • Chilton Capital Management first reported a position in Sabine Royalty Trust in Q1 2014 and has held it in 49 quarters since.
  • Chilton Capital Management's Sabine Royalty Trust position peaked at $4.27M in Q4 2022.
  • 153 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on Chilton Capital Management's 13F filing for Q1 2026, filed 11 May 2026.