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Sabine Royalty Trust shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Sabine Royalty Trust (SBR) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Sabine Royalty Trust

Tip: Access up to 7 years of quarterly data

All positions including Sabine Royalty Trust held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sabine Royalty Trust by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 28k 61.64
2024-06-30 $302k 4.7k 64.69

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View all positions for Concurrent Investment Advisors

Top funds holding Sabine Royalty Trust

Fayez Sarofim & Co
Luther King Capital Management Corporation
Horizon Kinetics Asset Management
Howard Financial Services
Morgan Stanley
Beacon Pointe Advisors
Chilton Capital Management
American National Bank
Wells Fargo & Company
Bank of America Corporation
Edge Capital Group
Prospera Financial Services
Concurrent Investment Advisors
LPL Financial
Raymond James & Associates

View all funds holding Sabine Royalty Trust