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Cassady Schiller Wealth Management’s Sabra Healthcare REIT SBRA Stock Holding History

Cassady Schiller 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
2022
Q1 		– Sell
-19
Closed – – 501
2021
Q4 		$0 Buy
+19
New +$269 ﹤0.01% 636

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cassady Schiller Wealth Management's SBRA Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of Sabra Healthcare REIT (SBRA) in Q1 2022, closing a stake of 19 shares.

Cassady Schiller Wealth Management first reported a position in SBRA in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 326 funds tracked by Wall St. Rank hold SBRA as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining Sabra Healthcare REIT position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 19 Sabra Healthcare REIT shares in Q1 2022.
  • Cassady Schiller Wealth Management first reported a position in Sabra Healthcare REIT in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Sabra Healthcare REIT position peaked at $0 in Q4 2021.
  • 326 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.