Financials · Oil Royalty Traders · NYSE · CIK 710752 · Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $72.75Day −0.51%1Y +14.9%Off 52W high −13.8%Vol (1Y) 24.6%
Daily closing price, split-adjusted to the current basis; 3y shown of 5,293 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
SBR is not in the screener universe.
| YTD+8.6% |
| 1Y+14.9% |
| 3Y+34.5% |
| 5Y+183.0% |
| 10Y+338.6% |
| Since incept. (ann.)+10.7% |
Total return through 2026-07-29 · series begins 2005-07-11. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)24.6% |
| Ann. volatility (3Y)24.3% |
| Sharpe (1Y)0.72 |
| Sharpe (3Y)0.57 |
| Max drawdown (1Y)−18.5% |
| Max drawdown (3Y)−18.5% |
| Beta (3Y vs SPY)0.47 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| Americana Partners, LLC | 278,281 | $21M | — | +3.1% |
| Beacon Pointe Advisors, LLC | 221,967 | $17M | — | +156.9% |
| Prospera Financial Services Inc | 178,301 | $13M | — | +12.4% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 143,555 | $11M | — | +0.0% |
| MORGAN STANLEY | 135,264 | $10M | — | +6.1% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 111,150 | $8M | — | +1.5% |
| Ashton Thomas Private Wealth, LLC | 106,639 | $8M | — | new |
| Fayez Sarofim & Co | 81,346 | $6M | — | +0.0% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for SBR.
