Uniplan Investment Counsel’s Sabine Royalty Trust SBR Stock Holding History

Uniplan Investment Counsel’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 Q2	$3.53M	Buy	48,207 +9,062	+23%	+$683K	0.33%	80
2026 Q1	$2.95M	Buy	39,145 +10,099	+35%	+$720K	0.3%	85
2025 Q4	$1.99M	Buy	29,046 +5,641	+24%	+$410K	0.2%	117
2025 Q3	$1.86M	Buy	23,405 +10,546	+82%	+$753K	0.18%	117
2025 Q2	$857K	Buy	+12,859	New	+$845K	0.09%	133

Other funds holding SBR

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Uniplan Investment Counsel's SBR Position: Q2 2026 in Review

Uniplan Investment Counsel increased its Sabine Royalty Trust (SBR) stake by 23% in Q2 2026, buying an estimated $683K and bringing the position to 48,207 shares worth $3.53M. The position accounts for 0.33% of the portfolio, ranked #80.

Uniplan Investment Counsel first reported a position in SBR in Q2 2025 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

Uniplan Investment Counsel held 48,207 shares of Sabine Royalty Trust worth $3.53M as of Q2 2026.
Uniplan Investment Counsel bought 9,062 Sabine Royalty Trust shares in Q2 2026, an estimated $683K.
Sabine Royalty Trust made up 0.33% of Uniplan Investment Counsel's portfolio in Q2 2026, its #80 holding.
Uniplan Investment Counsel first reported a position in Sabine Royalty Trust in Q2 2025 and has held it in 5 quarters since.
149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Uniplan Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.