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

AE 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
Q1 		– Sell
-16,883
Closed -$226K – 1824
2023
Q4 		$226K Buy
+16,883
New +$240K ﹤0.01% 1840
2023
Q2 		– Sell
-19,333
Closed -$222K – 2030
2023
Q1 		$222K Sell
19,333
-11,515
-37% -$142K ﹤0.01% 1687
2022
Q4 		$383K Buy
30,848
+450
+1% +$5.74K ﹤0.01% 1403
2022
Q3 		$399K Sell
30,398
-5,474
-15% -$80.9K ﹤0.01% 1364
2022
Q2 		$501K Buy
+35,872
New +$480K ﹤0.01% 1206

Other funds holding SBRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AE Wealth Management's SBRA Position: Q1 2024 in Review

AE Wealth Management sold out of Sabra Healthcare REIT (SBRA) in Q1 2024, closing a stake of 16,883 shares — an estimated $226K sold.

AE Wealth Management first reported a position in SBRA in Q2 2022 and held it in 5 quarters. The position peaked at $501K in Q2 2022. 342 funds tracked by Wall St. Rank hold SBRA as of Q1 2024.

  • AE Wealth Management reported no remaining Sabra Healthcare REIT position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 16,883 Sabra Healthcare REIT shares in Q1 2024, an estimated $226K.
  • AE Wealth Management first reported a position in Sabra Healthcare REIT in Q2 2022 and held it in 5 quarters.
  • AE Wealth Management's Sabra Healthcare REIT position peaked at $501K in Q2 2022.
  • 342 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.