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 Q3	$278K	Buy	+14,093	New	+$289K	﹤0.01%	1313
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $11.2B AUM 8.3% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Lasalle Investment Management Securities Baltimore, Maryland $2.65B AUM 6.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

EP Wealth Advisors's SBRA Position: Q3 2026 in Review

EP Wealth Advisors opened a new position in Sabra Healthcare REIT (SBRA) in Q3 2026: 14,093 shares worth $278K. The stake represents ﹤0.01% of the portfolio and ranks #1313 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in SBRA as recently as Q1 2026.

EP Wealth Advisors first reported a position in SBRA in Q3 2024 and has held it in 7 quarters since. The position peaked at $300K in Q4 2025. 372 funds tracked by Wall St. Rank hold SBRA as of Q3 2026.

EP Wealth Advisors held 14,093 shares of Sabra Healthcare REIT worth $278K as of Q3 2026.
Sabra Healthcare REIT was a new EP Wealth Advisors position in Q3 2026.
Sabra Healthcare REIT made up ﹤0.01% of EP Wealth Advisors's portfolio in Q3 2026, its #1313 holding.
EP Wealth Advisors first reported a position in Sabra Healthcare REIT in Q3 2024 and has held it in 7 quarters since.
EP Wealth Advisors's Sabra Healthcare REIT position peaked at $300K in Q4 2025.
372 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.