VIA
SBR

Virtus Investment Advisers’s Sabine Royalty Trust SBR Stock Holding History

Virtus Investment Advisers’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
Q4 		– Sell
-2,217
Closed -$176K – 532
2025
Q3 		$176K Sell
2,217
-376
-15% -$26.8K 0.05% 299
2025
Q2 		$173K Buy
2,593
+175
+7% +$11.5K 0.06% 260
2025
Q1 		$164K Buy
+2,418
New +$161K 0.04% 297

Other funds holding SBR

AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 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 $24.4B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Virtus Investment Advisers's SBR Position: Q4 2025 in Review

Virtus Investment Advisers sold out of Sabine Royalty Trust (SBR) in Q4 2025, closing a stake of 2,217 shares — an estimated $176K sold.

Virtus Investment Advisers first reported a position in SBR in Q1 2025 and held it in 3 quarters. The position peaked at $176K in Q3 2025. 143 funds tracked by Wall St. Rank hold SBR as of Q4 2025.

  • Virtus Investment Advisers reported no remaining Sabine Royalty Trust position as of Q4 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 2,217 Sabine Royalty Trust shares in Q4 2025, an estimated $176K.
  • Virtus Investment Advisers first reported a position in Sabine Royalty Trust in Q1 2025 and held it in 3 quarters.
  • Virtus Investment Advisers's Sabine Royalty Trust position peaked at $176K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q4 2025.

Based on Virtus Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.