13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
SBR

SABINE RTY TR

159 institutions still hold SABINE RTY TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 785688102·159 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.9%
vs prior quarter
13F value held
$127M
79.0% inst. owned
of float
Holders
159
-71 QoQ
filers reporting
Activity
+85 / −23
+949 added · −784 reduced
this quarter
Concentration
16.49%
Americana Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

159 institutions reported SBR in Q1 2026. Americana Partners, LLC leads at 16.5% of the visible book. -71 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Americana Partners, LLC
CIK 0001797678
$21M278K0.54%Q1 202602
Beacon Pointe Advisors, LLC
CIK 0001744317
$17M222K0.09%Q1 202603
Prospera Financial Services Inc
CIK 0001541625
$13M178K0.22%Q1 202604
KING LUTHER CAPITAL MANAGEMENT CORP
CIK 0000310051
$11M144K0.05%Q1 202605
MORGAN STANLEY
CIK 0000895421
$10M135K0.00%Q1 202606
HORIZON KINETICS ASSET MANAGEMENT LLC
CIK 0001056823
$8M111K0.09%Q1 202607
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$8M107K0.19%Q1 202608
FAYEZ SAROFIM & CO
CIK 0000937729
$6M81K0.02%Q1 202609
HOWARD FINANCIAL SERVICES, LTD.
CIK 0001768130
$5M68K0.57%Q1 202610
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$4M49K0.00%Q1 202611
Uniplan Investment Counsel, Inc.
CIK 0001520710
$3M39K0.30%Q1 202612
CITADEL ADVISORS LLC
CIK 0001423053
$3M39K0.00%Q4 202513
MOODY NATIONAL BANK TRUST DIVISION
CIK 0001092903
$3M35K0.25%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M32K0.00%Q1 202615
SCS Capital Management LLC
CIK 0001303159
$2M31K0.02%Q1 202616
CHILTON CAPITAL MANAGEMENT LLC
CIK 0001056859
$2M31K0.08%Q1 202617
LPL Financial LLC
CIK 0001403438
$2M27K0.00%Q1 202618
Edge Capital Group, LLC
CIK 0001767220
$2M2K0.09%Q4 202419
Significant Wealth Partners LLC
CIK 0001964680
$2M26K2.42%Q1 202620
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M25K0.00%Q1 2026
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