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

Dakota 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
2026 Q1	$768K	Sell	39,919 -6,281	-14%	-$124K	0.02%	453
2025 Q4	$875K	Sell	46,200 -661	-1%	-$12.3K	0.02%	432
2025 Q3	$873K	Buy	46,861 +1,695	+4%	+$31.7K	0.02%	375
2025 Q2	$833K	Sell	45,166 -550	-1%	-$9.76K	0.02%	422
2025 Q1	$799K	Sell	45,716 -3,600	-7%	-$60.7K	0.02%	418
2024 Q4	$854K	Sell	49,316 -4,219	-8%	-$77K	0.02%	391
2024 Q3	$996K	Sell	53,535 -4,472	-8%	-$75.4K	0.02%	372
2024 Q2	$893K	Buy	58,007 +593	+1%	+$8.47K	0.02%	389
2024 Q1	$848K	Buy	+57,414	New	+$795K	0.02%	394

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