Custom Index Systems’s Sabra Healthcare REIT SBRA Stock Holding History

Custom Index Systems’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	$395K	Sell	20,564 -2,693	-12%	-$53K	0.17%	164
2025 Q4	$440K	Buy	23,257 +1,685	+8%	+$31.2K	0.19%	148
2025 Q3	$402K	Sell	21,572 -447	-2%	-$8.35K	0.12%	192
2025 Q2	$406K	Sell	22,019 -2,195	-9%	-$39K	0.19%	163
2025 Q1	$423K	Sell	24,214 -2,011	-8%	-$33.9K	0.21%	146
2024 Q4	$454K	Buy	26,225 +1,005	+4%	+$18.4K	0.24%	116
2024 Q3	$469K	Buy	25,220 +8,768	+53%	+$148K	0.25%	119
2024 Q2	$253K	Sell	16,452 -508	-3%	-$7.26K	0.15%	202
2024 Q1	$250K	Sell	16,960 -21,360	-56%	-$296K	0.14%	203
2023 Q4	$547K	Buy	+38,320	New	+$544K	0.34%	65

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