SABINE ROYALTY TRUST - UNIT BEN INT (SBR)

CUSIP: 785688102

Q1 2023 13F Holders as of 31 Mar 2023

Share change
+108,299
SEC-reported price per share
$71.81
Number of holders
126
Value change
+$7,633,772
Number of buys
56
Number of sells
40

Security key

785688102

Report period

Q1 2023

Institutions

126

Top holders

10

Ownership snapshot

Top reported holders of SBR - SABINE ROYALTY TRUST - UNIT BEN INT (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Mirae Asset Global Invest...
Disclosed value leader
Mirae Asset Global Invest...
Comparable rows
0/15
Latest evidence
31 Dec 2022
13F Highest disclosed value: $26,176,240 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Mirae Asset Global Investments Co., Ltd. has the largest disclosed position value at $26.18M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Mirae Asset Global Investments Co., Ltd.'s linked filing trail.
Disclosed position value Top 5
Mirae Asset Global Investments Co... $26.18M
FAYEZ SAROFIM & CO $17.23M
KING LUTHER CAPITAL MANAGEMENT CORP $13.02M
Beacon Pointe Advisors, LLC $11.16M
MORGAN STANLEY $6.07M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Mirae Asset Global Investments Co., Ltd.
13F
Company
13F
class O/S missing
$26,176,240
306,334 shares
31 Dec 2022
FAYEZ SAROFIM & CO
13F
Company
13F
class O/S missing
$17,226,549
201,598 shares
31 Dec 2022
KING LUTHER CAPITAL MANAGEMENT CORP
13F
Company
13F
class O/S missing
$13,023,264
152,408 shares
31 Dec 2022
Beacon Pointe Advisors, LLC
13F
Company
13F
class O/S missing
$11,155,299
130,900 shares
31 Dec 2022
MORGAN STANLEY
13F
Company
13F
class O/S missing
$6,074,213
71,085 shares
31 Dec 2022
ROYCE & ASSOCIATES LP
13F
Company
13F
class O/S missing
$4,524,407
52,948 shares
31 Dec 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
126
Shares
2,129,772
Rows available
126
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2023 vs Q1 2026 Across Filers

Q1 2026 holders
153
Q1 2023 holders
126
Holder diff
-27
Investor Q1 2026 Shares Q1 2023 Shares Share Diff Share Chg % Q1 2026 value Q1 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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