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

Congress 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
2025
Q2 		$391K Buy
21,196
+10,421
+97% +$185K ﹤0.01% 997
2025
Q1 		$188K Hold
10,775
– – ﹤0.01% 1036
2024
Q4 		$187K Sell
10,775
-10,775
-50% -$197K ﹤0.01% 859
2024
Q3 		$401K Buy
+21,550
New +$363K 0.01% 673

Other funds holding SBRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Wealth Management's SBRA Position: Q2 2025 in Review

Congress Wealth Management increased its Sabra Healthcare REIT (SBRA) stake by 97% in Q2 2025, buying an estimated $185K and bringing the position to 21,196 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Congress Wealth Management first reported a position in SBRA in Q3 2024 and has held it in 4 quarters since. The position peaked at $401K in Q3 2024. 396 funds tracked by Wall St. Rank hold SBRA as of Q2 2025.

  • Congress Wealth Management held 21,196 shares of Sabra Healthcare REIT worth $391K as of Q2 2025.
  • Congress Wealth Management bought 10,421 Sabra Healthcare REIT shares in Q2 2025, an estimated $185K.
  • Sabra Healthcare REIT made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #997 holding.
  • Congress Wealth Management first reported a position in Sabra Healthcare REIT in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's Sabra Healthcare REIT position peaked at $401K in Q3 2024.
  • 396 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.