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Accel Wealth Management’s Sabra Healthcare REIT SBRA Stock Holding History

Accel Wealth Management’s Portfolio SBRA Stock Details SBRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,000
Closed -$185K – 271
2024
Q2 		$185K Buy
+12,000
New +$171K 0.07% 230
2023
Q2 		– Sell
-2,000
Closed -$23K – 723
2023
Q1 		$23K Hold
2,000
– – 0.01% 665
2022
Q4 		$24.9K Buy
+2,000
New +$25.5K 0.01% 501

Other funds holding SBRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accel Wealth Management's SBRA Position: Q3 2024 in Review

Accel Wealth Management sold out of Sabra Healthcare REIT (SBRA) in Q3 2024, closing a stake of 12,000 shares — an estimated $185K sold.

Accel Wealth Management first reported a position in SBRA in Q4 2022 and held it in 3 quarters. The position peaked at $185K in Q2 2024. 379 funds tracked by Wall St. Rank hold SBRA as of Q3 2024.

  • Accel Wealth Management reported no remaining Sabra Healthcare REIT position as of Q3 2024 after selling out during the quarter.
  • Accel Wealth Management sold 12,000 Sabra Healthcare REIT shares in Q3 2024, an estimated $185K.
  • Accel Wealth Management first reported a position in Sabra Healthcare REIT in Q4 2022 and held it in 3 quarters.
  • Accel Wealth Management's Sabra Healthcare REIT position peaked at $185K in Q2 2024.
  • 379 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q3 2024.

Based on Accel Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.