CIA
SBRA icon

Caerus Investment Advisors’s Sabra Healthcare REIT SBRA Stock Holding History

Caerus Investment Advisors’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 		– Sell
-15,350
Closed -$214K – 41
2023
Q3 		$214K Buy
+15,350
New +$196K 0.22% 30
2022
Q4 		– Sell
-15,350
Closed -$201K – 57
2022
Q3 		$201K Hold
15,350
– – 0.25% 56
2022
Q2 		$214K Buy
+15,350
New +$205K 0.26% 58

Other funds holding SBRA

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

Caerus Investment Advisors's SBRA Position: Q4 2023 in Review

Caerus Investment Advisors sold out of Sabra Healthcare REIT (SBRA) in Q4 2023, closing a stake of 15,350 shares — an estimated $214K sold.

Caerus Investment Advisors first reported a position in SBRA in Q2 2022 and held it in 3 quarters. The position peaked at $214K in Q2 2022. 359 funds tracked by Wall St. Rank hold SBRA as of Q4 2023.

  • Caerus Investment Advisors reported no remaining Sabra Healthcare REIT position as of Q4 2023 after selling out during the quarter.
  • Caerus Investment Advisors sold 15,350 Sabra Healthcare REIT shares in Q4 2023, an estimated $214K.
  • Caerus Investment Advisors first reported a position in Sabra Healthcare REIT in Q2 2022 and held it in 3 quarters.
  • Caerus Investment Advisors's Sabra Healthcare REIT position peaked at $214K in Q2 2022.
  • 359 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q4 2023.

Based on Caerus Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.