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Atria Wealth Solutions’s Sabra Healthcare REIT SBRA Stock Holding History

Atria Wealth Solutions’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
2023
Q3 		– Sell
-20,788
Closed -$245K – 1969
2023
Q2 		$245K Buy
20,788
+8
+0% +$91 ﹤0.01% 1567
2023
Q1 		$239K Buy
20,780
+7
+0% +$87 ﹤0.01% 1559
2022
Q4 		$258K Sell
20,773
-763
-4% -$9.73K ﹤0.01% 1443
2022
Q3 		$283K Sell
21,536
-9,986
-32% -$148K ﹤0.01% 1335
2022
Q2 		$440K Buy
31,522
+11,856
+60% +$159K 0.01% 1037
2022
Q1 		$293K Buy
+19,666
New +$269K ﹤0.01% 1332

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atria Wealth Solutions's SBRA Position: Q3 2023 in Review

Atria Wealth Solutions sold out of Sabra Healthcare REIT (SBRA) in Q3 2023, closing a stake of 20,788 shares — an estimated $245K sold.

Atria Wealth Solutions first reported a position in SBRA in Q1 2022 and held it in 6 quarters. The position peaked at $440K in Q2 2022. 329 funds tracked by Wall St. Rank hold SBRA as of Q3 2023.

  • Atria Wealth Solutions reported no remaining Sabra Healthcare REIT position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 20,788 Sabra Healthcare REIT shares in Q3 2023, an estimated $245K.
  • Atria Wealth Solutions first reported a position in Sabra Healthcare REIT in Q1 2022 and held it in 6 quarters.
  • Atria Wealth Solutions's Sabra Healthcare REIT position peaked at $440K in Q2 2022.
  • 329 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.