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Asset Planning Inc’s Sabra Healthcare REIT SBRA Stock Holding History

Asset Planning Inc’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
2026
Q2 		$394K Hold
20,176
– – 0.25% 58
2026
Q1 		$388K Hold
20,176
– – 0.28% 51
2025
Q4 		$382K Hold
20,176
– – 0.27% 55
2025
Q3 		$376K Hold
20,176
– – 0.27% 60
2025
Q2 		$372K Buy
20,176
+1,500
+8% +$26.6K 0.28% 58
2025
Q1 		$326K Buy
18,676
+2,000
+12% +$33.7K 0.26% 60
2024
Q4 		$289K Buy
+16,676
New +$304K 0.22% 66

Other funds holding SBRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Asset Planning Inc's SBRA Position: Q2 2026 in Review

Asset Planning Inc held its Sabra Healthcare REIT (SBRA) position steady in Q2 2026 at 20,176 shares worth $394K. The position accounts for 0.25% of the portfolio, ranked #58.

Asset Planning Inc first reported a position in SBRA in Q4 2024 and has held it in 7 quarters since. 464 funds tracked by Wall St. Rank hold SBRA as of Q2 2026.

  • Asset Planning Inc held 20,176 shares of Sabra Healthcare REIT worth $394K as of Q2 2026.
  • Asset Planning Inc left its Sabra Healthcare REIT share count unchanged in Q2 2026.
  • Sabra Healthcare REIT made up 0.25% of Asset Planning Inc's portfolio in Q2 2026, its #58 holding.
  • Asset Planning Inc first reported a position in Sabra Healthcare REIT in Q4 2024 and has held it in 7 quarters since.
  • 464 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.