Capital Analysts LLC’s Sabra Healthcare REIT SBRA Stock Holding History

Capital Analysts LLC’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 Q1	$15K	Sell	784 -159	-17%	-$3.13K	﹤0.01%	1189
2025 Q4	$18K	Sell	943 -2	-0.2%	-$37	﹤0.01%	1132
2025 Q3	$18K	Buy	945 +212	+29%	+$3.96K	﹤0.01%	1098
2025 Q2	$14K	Buy	733 +4	+0.5%	+$71	﹤0.01%	1090
2025 Q1	$13K	Buy	729 +456	+167%	+$7.69K	﹤0.01%	1085
2024 Q4	$5K	Hold	273	–	–	﹤0.01%	1158
2024 Q3	$5K	Buy	+273	New	+$4.6K	﹤0.01%	1130
2022 Q1	–	Sell	-250	Closed	-$3K	–	1021
2021 Q4	$3K	Hold	250	–	–	﹤0.01%	940
2021 Q3	$4K	Buy	+250	New	+$4.22K	﹤0.01%	884

Other funds holding SBRA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

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

Bank of America

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