Avantax Advisory Services’s Sabra Healthcare REIT SBRA Stock Holding History

Avantax Advisory Services’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
2025 Q2	$796K	Sell	43,142 -1,276	-3%	-$22.6K	﹤0.01%	1303
2025 Q1	$776K	Sell	44,418 -4,442	-9%	-$74.9K	﹤0.01%	1222
2024 Q4	$846K	Sell	48,860 -4,064	-8%	-$74.2K	0.01%	1121
2024 Q3	$985K	Buy	52,924 +2,215	+4%	+$37.3K	0.01%	1037
2024 Q2	$781K	Buy	+50,709	New	+$725K	0.01%	1115
2020 Q4	–	Sell	-13,522	Closed	-$186K	–	1288
2020 Q3	$186K	Buy	+13,522	New	+$199K	﹤0.01%	1236

Other funds holding SBRA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's SBRA Position: Q2 2025 in Review

Avantax Advisory Services reduced its Sabra Healthcare REIT (SBRA) stake by 2.9% in Q2 2025, selling an estimated $22.6K and leaving 43,142 shares worth $796K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Avantax Advisory Services first reported a position in SBRA in Q3 2020 and has held it in 6 quarters since. The position peaked at $985K in Q3 2024. 396 funds tracked by Wall St. Rank hold SBRA as of Q2 2025.

Avantax Advisory Services held 43,142 shares of Sabra Healthcare REIT worth $796K as of Q2 2025.
Avantax Advisory Services sold 1,276 Sabra Healthcare REIT shares in Q2 2025, an estimated $22.6K.
Sabra Healthcare REIT made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1303 holding.
Avantax Advisory Services first reported a position in Sabra Healthcare REIT in Q3 2020 and has held it in 6 quarters since.
Avantax Advisory Services's Sabra Healthcare REIT position peaked at $985K in Q3 2024.
396 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.