EFS
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Essex Financial Services’s Sabra Healthcare REIT SBRA Stock Holding History

Essex Financial Services’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 		$843K Sell
43,826
-1,099
-2% -$21.6K 0.05% 323
2025
Q4 		$851K Sell
44,925
-1,032
-2% -$19.1K 0.05% 323
2025
Q3 		$857K Sell
45,957
-3,910
-8% -$73K 0.05% 304
2025
Q2 		$920K Sell
49,867
-50
-0.1% -$887 0.06% 273
2025
Q1 		$872K Sell
49,917
-1,455
-3% -$24.5K 0.06% 255
2024
Q4 		$890K Sell
51,372
-2,117
-4% -$38.7K 0.06% 256
2024
Q3 		$999K Sell
53,489
-475
-0.9% -$8.01K 0.07% 245
2024
Q2 		$888K Buy
53,964
+11,574
+27% +$165K 0.07% 261
2024
Q1 		$626K Buy
42,390
+170
+0.4% +$2.35K 0.06% 287
2023
Q4 		$602K Buy
42,220
+3,175
+8% +$45.1K 0.06% 271
2023
Q3 		$544K Buy
39,045
+12,090
+45% +$155K 0.06% 264
2023
Q2 		$317K Buy
26,955
+4,810
+22% +$54.8K 0.04% 360
2023
Q1 		$255K Buy
22,145
+660
+3% +$8.16K 0.03% 413
2022
Q4 		$267K Buy
21,485
+1,890
+10% +$24.1K 0.03% 385
2022
Q3 		$257K Buy
19,595
+3,715
+23% +$54.9K 0.03% 372
2022
Q2 		$222K Buy
15,880
+5,320
+50% +$71.1K 0.02% 434
2022
Q1 		$157K Hold
10,560
– – 0.02% 492
2021
Q4 		$143K Sell
10,560
-57,806
-85% -$818K 0.01% 487
2021
Q3 		$1.01M Buy
68,366
+46,524
+213% +$786K 0.12% 186
2021
Q2 		$379K Hold
21,842
– – 0.05% 276
2021
Q1 		$379K Sell
21,842
-439
-2% -$7.72K 0.07% 224
2020
Q4 		$387K Buy
22,281
+759
+4% +$12.1K 0.08% 214
2020
Q3 		$297K Buy
21,522
+905
+4% +$13.3K 0.07% 220
2020
Q2 		$298K Buy
20,617
+2,830
+16% +$37.2K 0.09% 191
2020
Q1 		$194K Buy
17,787
+1,105
+7% +$20.4K 0.07% 225
2019
Q4 		$356K Buy
16,682
+160
+1% +$3.58K 0.1% 186
2019
Q3 		$379K Buy
16,522
+100
+0.6% +$2.13K 0.12% 160
2019
Q2 		$323K Hold
16,422
– – 0.1% 175
2019
Q1 		$320K Buy
16,422
+710
+5% +$13.5K 0.1% 166
2018
Q4 		$259K Sell
15,712
-1,485
-9% -$29.9K 0.08% 197
2018
Q3 		$398K Buy
17,197
+485
+3% +$11K 0.09% 184
2018
Q2 		$363K Hold
16,712
– – 0.09% 189
2018
Q1 		$295K Buy
16,712
+950
+6% +$16.7K 0.06% 268
2017
Q4 		$296K Sell
15,762
-565
-3% -$11.2K 0.07% 214
2017
Q3 		$358K Buy
16,327
+3,299
+25% +$74.5K 0.09% 187
2017
Q2 		$314K Buy
13,028
+565
+5% +$14.4K 0.07% 263
2017
Q1 		$348K Hold
12,463
– – 0.08% 230
2016
Q4 		$304K Hold
12,463
– – 0.07% 251
2016
Q3 		$314K Buy
+12,463
New +$299K 0.07% 235
2016
Q2 		– Sell
-11,081
Closed -$223K – 320
2016
Q1 		$223K Buy
+11,081
New +$212K 0.06% 270
2015
Q4 		– Sell
-8,808
Closed -$204K – 329
2015
Q3 		$204K Sell
8,808
-125
-1% -$3.19K 0.05% 295
2015
Q2 		$230K Hold
8,933
– – 0.06% 286
2015
Q1 		$296K Sell
8,933
-2,375
-21% -$77.1K 0.08% 245
2014
Q4 		$343K Hold
11,308
– – 0.09% 218
2014
Q3 		$275K Hold
11,308
– – 0.08% 234
2014
Q2 		$325K Hold
11,308
– – 0.1% 216
2014
Q1 		$315K Hold
11,308
– – 0.1% 209
2013
Q4 		$296K Hold
11,308
– – 0.1% 206
2013
Q3 		$260 Buy
+11,308
New +$279K 0.08% 208

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

Essex Financial Services's SBRA Position: Q1 2026 in Review

Essex Financial Services reduced its Sabra Healthcare REIT (SBRA) stake by 2.4% in Q1 2026, selling an estimated $21.6K and leaving 43,826 shares worth $843K. The position accounts for 0.05% of the portfolio, ranked #323.

Essex Financial Services first reported a position in SBRA in Q3 2013 and has held it in 49 quarters since. The position peaked at $1.01M in Q3 2021. 459 funds tracked by Wall St. Rank hold SBRA as of Q1 2026.

  • Essex Financial Services held 43,826 shares of Sabra Healthcare REIT worth $843K as of Q1 2026.
  • Essex Financial Services sold 1,099 Sabra Healthcare REIT shares in Q1 2026, an estimated $21.6K.
  • Sabra Healthcare REIT made up 0.05% of Essex Financial Services's portfolio in Q1 2026, its #323 holding.
  • Essex Financial Services first reported a position in Sabra Healthcare REIT in Q3 2013 and has held it in 49 quarters since.
  • Essex Financial Services's Sabra Healthcare REIT position peaked at $1.01M in Q3 2021.
  • 459 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.