Sabine Rty Tr (SBR) Hedge Fund Ownership (Q2 2026)

Sabine Rty Tr (SBR)

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

Smart Money Signals — SBR

Based on 149 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their SBR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (97% of max)

97% of all-time peak

149 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 — +12% more funds vs a year ago

fund count last 6Q

+16 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 56% buying

60 buying48 selling

Last quarter: 60 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.

⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 19 → 17 → 30 → 16. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 22% medium ■ 17% new

90 out of 149 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

13 → 19 → 17 → 30 → 16 new funds/Q

New funds entering each quarter: 19 → 17 → 30 → 16. A growing number of institutions are discovering SBR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 63% veterans vs 22% newcomers

■ 63% veterans ■ 15% 1-2yr ■ 22% new

Entry-cohort mix of 149 holders: 94 (63%) are 2+ year veterans, 22 entered 1–2 years ago, and 33 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds

25 of 148 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	148	153	-3.27%
13F Shares	3M	3M	0.95%
Total Value	$189M	$192M	-1.71%
New Positions	16	30	-14
Increased Positions	44	39	+5
Closed Positions	20	14	+6
Reduced Positions	28	34	-6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

148

153

-3.27%

13F Shares

0.95%

Total Value

$189M

$192M

-1.71%

New Positions

-14

Increased Positions

Closed Positions

Reduced Positions

-6

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q3)

148 + 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:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SBR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Significant Wealth Partners LLC	2.05%	28,073	$1.9M
2	Rahlfs Capital, LLC	0.55%	11,985	$829K
3	Dwr Wealth Management, LLC	0.51%	10,466	$734K
4	Greenfield Seitz Capital Management, LLC	0.46%	23,100	$1.6M
5	Howard Financial Services, LTD.	0.45%	62,217	$4.3M
6	Americana Partners, LLC	0.44%	295,755	$20.5M
7	M.E. Allison & CO., INC.	0.35%	9,040	$625K
8	BWM Planning, LLC	0.34%	21,552	$1.5M
9	Uniplan Investment Counsel, Inc.	0.33%	48,350	$3.3M
10	Clare Market Investments LLC	0.25%	21,925	$1.5M
11	Burford Brothers, Inc.	0.25%	10,000	$692K
12	Mraz, Amerine & Associates, Inc.	0.25%	23,165	$1.6M
13	Custos Family Office, LLC	0.23%	5,564	$385K
14	VeraBank, N.A.	0.20%	17,752	$1.2M
15	Moody National Bank Trust Division	0.18%	31,896	$2.2M
16	Rhodes Investment Advisors Inc /Adv	0.17%	3,497	$242K
17	Prospera Financial Services Inc	0.17%	184,655	$13.1M
18	CWA Asset Management Group, LLC	0.13%	62,876	$4.3M
19	Alongside, LLC	0.12%	15,913	$1.1M
20	Ashton Thomas Private Wealth, LLC	0.12%	84,383	$5.8M
21	Islay Capital Management, LLC	0.11%	3,500	$242K
22	Fielder Capital Group LLC	0.11%	8,497	$588K
23	Horizon Kinetics Asset Management LLC	0.10%	110,392	$7.6M
24	Sendero Wealth Management, LLC	0.09%	12,927	$894K
25	Hamel Associates, INC.	0.08%	4,100	$284K

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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SBR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SBR?

Slight buying edge — 56% buying: Last quarter: 60 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 — 14% AUM from top-100: 25 of 148 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SBR?

60% of holders stayed for 2+ years: 90 out of 149 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.

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.

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Sabine Rty Tr (SBR)

Smart Money Signals — SBR

Selling streak — 1 quarter in a row

At the ownership peak (97% of max)

Steady growth — +12% more funds vs a year ago

Slight buying edge — 56% buying

Fewer new buyers each quarter (-14 vs last Q)

60% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 63% veterans vs 22% newcomers

Smaller funds dominant — 14% AUM from top-100

Institutional Sentiment Summary — SBR

Hedge Fund Ownership: SBR

Market Analysis: SBR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SBR

Hedge Fund Positioning: SBR

Statistics: SBR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

Frequently Asked Questions — Sabine Rty Tr (SBR)

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