Bank of Montreal
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Bank of Montreal’s Sabra Healthcare REIT SBRA Stock Holding History

Bank of Montreal’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 		$9.19M Buy
471,246
+63,828
+16% +$1.27M ﹤0.01% 1189
2026
Q1 		$7.83M Buy
407,418
+69,057
+20% +$1.36M ﹤0.01% 1165
2025
Q4 		$6.41M Sell
338,361
-2,449,294
-88% -$45.4M ﹤0.01% 1248
2025
Q3 		$52M Buy
2,787,655
+211,686
+8% +$3.95M 0.02% 483
2025
Q2 		$47.5M Buy
2,575,969
+1,827,361
+244% +$32.4M 0.02% 447
2025
Q1 		$13.1M Buy
748,608
+30,784
+4% +$519K 0.01% 840
2024
Q4 		$12.4M Buy
717,824
+651,346
+980% +$11.9M 0.01% 917
2024
Q3 		$1.23M Sell
66,478
-48,855
-42% -$824K ﹤0.01% 1933
2024
Q2 		$1.78M Buy
115,333
+87,992
+322% +$1.26M ﹤0.01% 1718
2024
Q1 		$404K Buy
27,341
+605
+2% +$8.38K ﹤0.01% 2588
2023
Q4 		$390K Buy
26,736
+552
+2% +$7.84K ﹤0.01% 2688
2023
Q3 		$351K Buy
26,184
+232
+0.9% +$2.97K ﹤0.01% 2696
2023
Q2 		$309K Sell
25,952
-11,601
-31% -$132K ﹤0.01% 2924
2023
Q1 		$432K Buy
37,553
+6,207
+20% +$76.8K ﹤0.01% 2546
2022
Q4 		$391K Sell
31,346
-4,249
-12% -$54.2K ﹤0.01% 2756
2022
Q3 		$496 Sell
35,595
-11,377
-24% -$168K ﹤0.01% 2587
2022
Q2 		$695 Buy
46,972
+18,750
+66% +$251K ﹤0.01% 2506
2022
Q1 		$424K Sell
28,222
-1,071
-4% -$14.7K ﹤0.01% 2955
2021
Q4 		$400K Sell
29,293
-1,398,778
-98% -$19.8M ﹤0.01% 2558
2021
Q3 		$22.2M Sell
1,428,071
-129,270
-8% -$2.18M 0.01% 878
2021
Q2 		$28.3M Buy
1,557,341
+372,144
+31% +$6.63M 0.01% 738
2021
Q1 		$21.9M Sell
1,185,197
-43,392
-4% -$763K 0.01% 664
2020
Q4 		$20.7M Buy
1,228,589
+754,189
+159% +$12M 0.01% 694
2020
Q3 		$6.96M Buy
474,400
+78,486
+20% +$1.15M 0.01% 1022
2020
Q2 		$5.43M Buy
395,914
+207,980
+111% +$2.73M ﹤0.01% 1131
2020
Q1 		$1.67M Sell
187,934
-48,901
-21% -$902K ﹤0.01% 1502
2019
Q4 		$5.05M Buy
236,835
+17,945
+8% +$402K ﹤0.01% 1345
2019
Q3 		$5.03M Buy
218,890
+12,021
+6% +$256K ﹤0.01% 1206
2019
Q2 		$4.07M Buy
206,869
+39,831
+24% +$776K ﹤0.01% 1303
2019
Q1 		$3.25M Buy
167,038
+2,407
+1% +$45.6K ﹤0.01% 1406
2018
Q4 		$2.71M Buy
164,631
+135,180
+459% +$2.72M ﹤0.01% 1367
2018
Q3 		$680K Sell
29,451
-73
-0.2% -$1.65K ﹤0.01% 2182
2018
Q2 		$641K Sell
29,524
-3,114
-10% -$60.8K ﹤0.01% 2213
2018
Q1 		$576K Buy
32,638
+14,310
+78% +$252K ﹤0.01% 2154
2017
Q4 		$344K Sell
18,328
-146,210
-89% -$2.91M ﹤0.01% 2454
2017
Q3 		$3.61M Buy
164,538
+146,745
+825% +$3.32M ﹤0.01% 1309
2017
Q2 		$429K Buy
17,793
+13,900
+357% +$353K ﹤0.01% 2337
2017
Q1 		$109K Buy
3,893
+1,191
+44% +$31.2K ﹤0.01% 2783
2016
Q4 		$60K Sell
2,702
-4
-0.1% -$92 ﹤0.01% 3049
2016
Q3 		$68K Buy
2,706
+609
+29% +$14.6K ﹤0.01% 2945
2016
Q2 		$43K Sell
2,097
-595
-22% -$12.4K ﹤0.01% 3109
2016
Q1 		$54K Buy
2,692
+232
+9% +$4.45K ﹤0.01% 3023
2015
Q4 		$49K Sell
2,460
-2,959
-55% -$62.3K ﹤0.01% 3048
2015
Q3 		$126K Buy
5,419
+852
+19% +$21.7K ﹤0.01% 2500
2015
Q2 		$117K Sell
4,567
-629
-12% -$17.9K ﹤0.01% 2668
2015
Q1 		$173K Sell
5,196
-249
-5% -$8.08K ﹤0.01% 2422
2014
Q4 		$166K Buy
5,445
+1,619
+42% +$44.6K ﹤0.01% 2545
2014
Q3 		$93K Sell
3,826
-958
-20% -$26.6K ﹤0.01% 2862
2014
Q2 		$137K Buy
4,784
+3,762
+368% +$109K ﹤0.01% 2680
2014
Q1 		$29K Sell
1,022
-175
-15% -$4.81K ﹤0.01% 3353
2013
Q4 		$32K Hold
1,197
– – ﹤0.01% 3057
2013
Q3 		$28K Hold
1,197
– – ﹤0.01% 3074
2013
Q2 		$32K Buy
+1,197
New +$34.5K ﹤0.01% 2890

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Bank of Montreal's SBRA Position: Q2 2026 in Review

Bank of Montreal increased its Sabra Healthcare REIT (SBRA) stake by 16% in Q2 2026, buying an estimated $1.27M and bringing the position to 471,246 shares worth $9.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Bank of Montreal first reported a position in SBRA in Q2 2013 and has held it in 53 quarters since. The position peaked at $52M in Q3 2025. 429 funds tracked by Wall St. Rank hold SBRA as of Q2 2026.

  • Bank of Montreal held 471,246 shares of Sabra Healthcare REIT worth $9.19M as of Q2 2026.
  • Bank of Montreal bought 63,828 Sabra Healthcare REIT shares in Q2 2026, an estimated $1.27M.
  • Sabra Healthcare REIT made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1189 holding.
  • Bank of Montreal first reported a position in Sabra Healthcare REIT in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Sabra Healthcare REIT position peaked at $52M in Q3 2025.
  • 429 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.