Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sabine Rty Tr (SBR)

153 + Investors. Track Smart Money conviction in SBR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — SBR

Based on 153 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SBR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
153 hedge funds hold SBR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

69 buying48 selling
Last quarter: 69 funds bought or added vs 48 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new SBR position: 12 → 19 → 16 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 22% medium ■ 19% new
91 out of 153 hedge funds have held SBR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

15 → 12 → 19 → 16 → 30 new funds/Q
New funds entering each quarter: 12 → 19 → 16 → 30. A growing number of institutions are discovering SBR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 11% 1-2yr ■ 24% new
Of 153 current holders: 99 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
19 of 153 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SBR

In 2026 Q1, 69 hedge funds were net buyers of SBR (30 opened a new position, 39 added to an existing one), while 48 reduced or exited (34 trimmed, 14 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 153.

Hedge Fund Ownership: SBR

How many hedge funds hold SBR — quarterly history vs. share price
Quarterly hedge fund ownership of SBR vs. share price

Market Analysis: SBR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SBR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Sabine Rty Tr (SBR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SBR has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
SBR
nan%
XLE
nan%

SBR outperformed XLE by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
SBR
nan%
XLE
nan%

Since the filing became public, SBR outperformed XLE by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: SBR
153 + Investors

Track Smart Money conviction in SBR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 153 137 11.68%
13F Shares 3M 2M 22.9%
Total Value $192M $146M 31.97%
New Positions 30 16 +14
Increased Positions 39 36 +3
Closed Positions 14 24 -10
Reduced Positions 34 36 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SBR

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Financial Highlights

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Institutional Holders (2026 Q1)

153 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SBR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SBR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Significant Wealth Partners LLC 2.42% 26,210 $2.0M
2 GK Wealth Management LLC 0.69% 10,466 $798K
3 Dwr Wealth Management, LLC 0.68% 10,466 $734K
4 Rahlfs Capital, LLC 0.66% 11,985 $901K
5 Howard Financial Services, LTD. 0.57% 68,082 $5.1M
6 Americana Partners, LLC 0.54% 278,281 $20.9M
7 Greenfield Seitz Capital Management, LLC 0.52% 23,100 $1.7M
8 M.E. Allison & CO., INC. 0.45% 9,020 $680K
9 BWM Planning, LLC 0.43% 21,552 $1.6M
10 Clare Market Investments LLC 0.34% 21,825 $1.6M
11 Burford Brothers, Inc. 0.31% 10,000 $750K
12 Uniplan Investment Counsel, Inc. 0.30% 39,145 $2.9M
13 VeraBank, N.A. 0.27% 19,752 $1.5M
14 Mraz, Amerine & Associates, Inc. 0.26% 23,325 $1.7M
15 Moody National Bank Trust Division 0.25% 35,185 $2.7M
16 Prospera Financial Services Inc 0.22% 178,301 $13.4M
17 Artesa Financial Group, LLC 0.20% 2,847 $214K
18 Ashton Thomas Private Wealth, LLC 0.19% 106,639 $8.0M
19 Rhodes Investment Advisors Inc /Adv 0.16% 2,955 $203K
20 Fielder Capital Group LLC 0.14% 8,497 $640K
21 Islay Capital Management, LLC 0.13% 3,500 $262K
22 Fairfield, Bush & CO. 0.11% 2,676 $201K
23 Sendero Wealth Management, LLC 0.11% 12,927 $974K
24 DGS Capital Management, LLC 0.11% 8,582 $644K
25 Horizon Kinetics Asset Management LLC 0.09% 111,150 $8.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Sabine Rty Tr (SBR)

What does the Smart Money Trend signal show for SBR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SBR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SBR?

Slight buying edge — 59% buying: Last quarter: 69 funds bought or added vs 48 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SBR holders?

Smaller funds dominant — 12% AUM from top-100: 19 of 153 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SBR?

59% of holders stayed for 2+ years: 91 out of 153 hedge funds have held SBR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Sabine Rty Tr (SBR) following the 2026 Q1 hedge fund 13F filings?

As of today, SBR has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLE sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SBR has gained nan% vs nan% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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