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SBR

Sabine Royalty Trust

136 hedge funds and large institutions have $132M invested in Sabine Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

7% more funds holding

Funds holding: 127136 (+9)

1% more capital invested

Capital invested by funds: $130M → $132M (+$1.74M)

0.37% more ownership

Funds ownership: 13.17%13.55% (+0.37%)

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
33
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
101
Perritt Capital Management
Illinois
$171K
ANBT
102
American National Bank & Trust
Texas
$98.9K
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$98K +$38.1K +580 +66%
LWCFA
104
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$95.8K
BTD
105
BankPlus Trust Department
Mississippi
$93.4K
Citigroup
106
Citigroup
New York
$76.2K -$33.4K -508 -31%
CNBTD
107
Citizens National Bank Trust Department
Mississippi
$66.7K
QWM
108
Quaker Wealth Management
New Jersey
$66.5K +$65.7K +1,000 New
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$47.2K +$20.6K +313 +79%
SRCM
110
Signature Resources Capital Management
California
$39.9K
NA
111
NewEdge Advisors
Louisiana
$36K
HNB
112
Huntington National Bank
Ohio
$33.3K -$5.72K -87 -15%
OW
113
Olistico Wealth
Oklahoma
$28.5K
AF
114
Allworth Financial
California
$25.6K -$191K -2,900 -88%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$23.7K +$23.3K +355 New
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$16K +$197 +3 +1%
GRP
117
Global Retirement Partners
California
$15.9K +$15.6K +238 New
SPIA
118
Steward Partners Investment Advisory
New York
$13.3K
W
119
WealthCollab
Washington
$13K +$12.8K +195 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
$10.7K -$14K -213 -57%
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10K
HI
122
Harbour Investments
Wisconsin
$7.99K +$197 +3 +3%
MCM
123
Manchester Capital Management
Vermont
$3.67K
BIG
124
Brooklyn Investment Group
New York
$3.6K +$460 +7 +15%
BlackRock
125
BlackRock
New York
$3.33K

SBR Hedge Fund Activity: Q2 2025 in Review

136 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sabine Royalty Trust (SBR) for Q2 2025, worth a combined $132M — up 1.3% from $130M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SBR positions and 6 closed out — a net gain of 9 holders — while 33 added to existing stakes and 34 trimmed.

The largest buyer was Americana Partners, opening a new position worth an estimated $2.44M. The largest seller was Fayez Sarofim & Co, cutting an estimated $6.02M.

  • 136 institutional investors held Sabine Royalty Trust (SBR) as of Q2 2025, up from 127 in Q1 2025.
  • Funds reported $132M of Sabine Royalty Trust stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 15 funds opened new Sabine Royalty Trust positions in Q2 2025 and 6 closed out, a net change of +9 holders.
  • The largest Sabine Royalty Trust buyer in Q2 2025 was Americana Partners, an estimated $2.44M added.
  • The largest Sabine Royalty Trust seller in Q2 2025 was Fayez Sarofim & Co, an estimated $6.02M sold.

Based on aggregated 13F filings for Q2 2025.