Morgan Stanley
SBR

Morgan Stanley’s Sabine Royalty Trust SBR Stock Holding History

Morgan Stanley’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 		$10.2M Buy
135,264
+7,805
+6% +$557K ﹤0.01% 3556
2025
Q4 		$8.74M Buy
127,459
+16,090
+14% +$1.17M ﹤0.01% 3713
2025
Q3 		$8.85M Buy
111,369
+20,903
+23% +$1.49M ﹤0.01% 3651
2025
Q2 		$6.03M Buy
90,466
+19,332
+27% +$1.27M ﹤0.01% 3900
2025
Q1 		$4.82M Buy
71,134
+30,311
+74% +$2.02M ﹤0.01% 3956
2024
Q4 		$2.65M Sell
40,823
-18,606
-31% -$1.17M ﹤0.01% 4504
2024
Q3 		$3.67M Buy
59,429
+10,672
+22% +$669K ﹤0.01% 4205
2024
Q2 		$3.15M Buy
48,757
+9,985
+26% +$644K ﹤0.01% 4243
2024
Q1 		$2.47M Sell
38,772
-41,394
-52% -$2.59M ﹤0.01% 4440
2023
Q4 		$5.44M Buy
80,166
+20,214
+34% +$1.28M ﹤0.01% 4325
2023
Q3 		$3.95M Sell
59,952
-26,064
-30% -$1.71M ﹤0.01% 3915
2023
Q2 		$5.67M Sell
86,016
-87,599
-50% -$6.27M ﹤0.01% 3676
2023
Q1 		$12.5M Buy
173,615
+102,530
+144% +$8.07M ﹤0.01% 2926
2022
Q4 		$6.07M Buy
71,085
+6,190
+10% +$511K ﹤0.01% 3577
2022
Q3 		$4.61M Sell
64,895
-33,929
-34% -$2.4M ﹤0.01% 3762
2022
Q2 		$6.02M Sell
98,824
-29,320
-23% -$1.98M ﹤0.01% 3592
2022
Q1 		$7.4M Sell
128,144
-39,053
-23% -$2.06M ﹤0.01% 3259
2021
Q4 		$6.97M Buy
167,197
+89,961
+116% +$3.83M ﹤0.01% 3363
2021
Q3 		$3.31M Sell
77,236
-3,989
-5% -$159K ﹤0.01% 4130
2021
Q2 		$3.27M Sell
81,225
-58,257
-42% -$2.08M ﹤0.01% 4199
2021
Q1 		$4.24M Buy
139,482
+77,591
+125% +$2.44M ﹤0.01% 3581
2020
Q4 		$1.75M Buy
61,891
+26,729
+76% +$780K ﹤0.01% 4270
2020
Q3 		$1.02M Sell
35,162
-28,978
-45% -$876K ﹤0.01% 4203
2020
Q2 		$1.78M Buy
64,140
+27,342
+74% +$749K ﹤0.01% 3703
2020
Q1 		$1.02M Sell
36,798
-25,513
-41% -$904K ﹤0.01% 3937
2019
Q4 		$2.51M Buy
62,311
+19,741
+46% +$781K ﹤0.01% 3863
2019
Q3 		$1.85M Buy
42,570
+15,500
+57% +$692K ﹤0.01% 3868
2019
Q2 		$1.31M Buy
27,070
+8,807
+48% +$426K ﹤0.01% 4075
2019
Q1 		$850K Sell
18,263
-1,009
-5% -$43.7K ﹤0.01% 4227
2018
Q4 		$718K Buy
19,272
+726
+4% +$27.6K ﹤0.01% 4536
2018
Q3 		$782K Sell
18,546
-1,752
-9% -$78.1K ﹤0.01% 4709
2018
Q2 		$956K Sell
20,298
-1,800
-8% -$83.5K ﹤0.01% 4659
2018
Q1 		$972K Buy
22,098
+56
+0.3% +$2.51K ﹤0.01% 4560
2017
Q4 		$982K Buy
22,042
+1,234
+6% +$52.6K ﹤0.01% 4555
2017
Q3 		$849K Buy
20,808
+215
+1% +$8.48K ﹤0.01% 4540
2017
Q2 		$798K Buy
20,593
+1,063
+5% +$39.7K ﹤0.01% 4530
2017
Q1 		$695K Sell
19,530
-10,075
-34% -$374K ﹤0.01% 4638
2016
Q4 		$1.04M Buy
29,605
+8,961
+43% +$325K ﹤0.01% 4431
2016
Q3 		$759K Sell
20,644
-111
-0.5% -$4.08K ﹤0.01% 4246
2016
Q2 		$694K Sell
20,755
-1,517
-7% -$50.1K ﹤0.01% 4233
2016
Q1 		$659K Buy
22,272
+1,646
+8% +$49.9K ﹤0.01% 4247
2015
Q4 		$542K Buy
20,626
+3,382
+20% +$106K ﹤0.01% 4493
2015
Q3 		$528K Sell
17,244
-2,853
-14% -$94.1K ﹤0.01% 4576
2015
Q2 		$759K Sell
20,097
-3,451
-15% -$137K ﹤0.01% 4407
2015
Q1 		$926K Sell
23,548
-5,289
-18% -$214K ﹤0.01% 4184
2014
Q4 		$1.03M Buy
28,837
+1,858
+7% +$87.6K ﹤0.01% 4127
2014
Q3 		$1.46M Buy
26,979
+14,289
+113% +$812K ﹤0.01% 3706
2014
Q2 		$768K Sell
12,690
-692
-5% -$38.3K ﹤0.01% 4266
2014
Q1 		$662K Sell
13,382
-1,401
-9% -$70.4K ﹤0.01% 4355
2013
Q4 		$747K Sell
14,783
-2,190
-13% -$112K ﹤0.01% 4158
2013
Q3 		$863K Sell
16,973
-208
-1% -$10.8K ﹤0.01% 3927
2013
Q2 		$887K Buy
+17,181
New +$880K ﹤0.01% 3820

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
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley's SBR Position: Q1 2026 in Review

Morgan Stanley increased its Sabine Royalty Trust (SBR) stake by 6.1% in Q1 2026, buying an estimated $557K and bringing the position to 135,264 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3556.

Morgan Stanley first reported a position in SBR in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.5M in Q1 2023. 153 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

  • Morgan Stanley held 135,264 shares of Sabine Royalty Trust worth $10.2M as of Q1 2026.
  • Morgan Stanley bought 7,805 Sabine Royalty Trust shares in Q1 2026, an estimated $557K.
  • Sabine Royalty Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3556 holding.
  • Morgan Stanley first reported a position in Sabine Royalty Trust in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Sabine Royalty Trust position peaked at $12.5M in Q1 2023.
  • 153 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.