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

Baystate 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
2023
Q4 		$5.83K Buy
+408
New +$5.79K ﹤0.01% 854
2018
Q1 		– Sell
-73
Closed -$1K – 713
2017
Q4 		$1K Hold
73
– – ﹤0.01% 606
2017
Q3 		$2K Buy
+73
New +$1.65K ﹤0.01% 500

Other funds holding SBRA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Baystate Wealth Management's SBRA Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Sabra Healthcare REIT (SBRA) in Q4 2023: 408 shares worth $5.83K. The stake represents ﹤0.01% of the portfolio and ranks #854 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in SBRA as recently as Q4 2017.

Baystate Wealth Management first reported a position in SBRA in Q3 2017 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold SBRA as of Q4 2023.

  • Baystate Wealth Management held 408 shares of Sabra Healthcare REIT worth $5.83K as of Q4 2023.
  • Sabra Healthcare REIT was a new Baystate Wealth Management position in Q4 2023.
  • Sabra Healthcare REIT made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #854 holding.
  • Baystate Wealth Management first reported a position in Sabra Healthcare REIT in Q3 2017 and has held it in 3 quarters since.
  • 359 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.