Creative Planning
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Creative Planning’s Sabra Healthcare REIT SBRA Stock Holding History

Creative Planning’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
2019
Q1 		– Sell
-400
Closed -$1K – 2080
2018
Q4 		$1K Buy
+400
New +$8.05K ﹤0.01% 1932

Other funds holding SBRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
N
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning's SBRA Position: Q1 2026 in Review

Creative Planning increased its Sabra Healthcare REIT (SBRA) stake by 6.3% in Q1 2026, buying an estimated $88.5K and bringing the position to 75,266 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2164.

Creative Planning first reported a position in SBRA in Q2 2013 and has held it in 41 quarters since. 459 funds tracked by Wall St. Rank hold SBRA as of Q1 2026.

  • Creative Planning held 75,266 shares of Sabra Healthcare REIT worth $1.45M as of Q1 2026.
  • Creative Planning bought 4,494 Sabra Healthcare REIT shares in Q1 2026, an estimated $88.5K.
  • Sabra Healthcare REIT made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2164 holding.
  • Creative Planning first reported a position in Sabra Healthcare REIT in Q2 2013 and has held it in 41 quarters since.
  • 459 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.