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EP Wealth Advisors’s Sabra Healthcare REIT SBRA Stock Holding History

EP Wealth Advisors’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
Q2 		– Sell
-14,052
Closed -$270K – 1859
2026
Q1 		$270K Sell
14,052
-1,812
-11% -$35.7K ﹤0.01% 1228
2025
Q4 		$300K Buy
+15,864
New +$294K ﹤0.01% 1134
2025
Q2 		$296K Buy
16,057
+425
+3% +$7.54K ﹤0.01% 1025
2025
Q1 		$273K Buy
15,632
+3,251
+26% +$54.8K ﹤0.01% 958
2024
Q4 		$214K Sell
12,381
-88
-0.7% -$1.61K ﹤0.01% 1040
2024
Q3 		$232K Buy
+12,469
New +$210K ﹤0.01% 972

Other funds holding SBRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

EP Wealth Advisors's SBRA Position: Q2 2026 in Review

EP Wealth Advisors sold out of Sabra Healthcare REIT (SBRA) in Q2 2026, closing a stake of 14,052 shares — an estimated $270K sold.

EP Wealth Advisors first reported a position in SBRA in Q3 2024 and held it in 6 quarters. The position peaked at $300K in Q4 2025. 464 funds tracked by Wall St. Rank hold SBRA as of Q2 2026.

  • EP Wealth Advisors reported no remaining Sabra Healthcare REIT position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 14,052 Sabra Healthcare REIT shares in Q2 2026, an estimated $270K.
  • EP Wealth Advisors first reported a position in Sabra Healthcare REIT in Q3 2024 and held it in 6 quarters.
  • EP Wealth Advisors's Sabra Healthcare REIT position peaked at $300K in Q4 2025.
  • 464 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.