Evoke Wealth’s Sabra Healthcare REIT SBRA Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-395	Closed	-$5K	–	994
2022 Q3	$5K	Hold	395	–	–	﹤0.01%	889
2022 Q2	$6K	Hold	395	–	–	﹤0.01%	864
2022 Q1	$6K	Sell	395 -5	-1%	-$68	﹤0.01%	875
2021 Q4	$5K	Hold	400	–	–	﹤0.01%	906
2021 Q3	$5K	Hold	400	–	–	﹤0.01%	862
2021 Q2	$7K	Hold	400	–	–	﹤0.01%	807
2021 Q1	$7K	Hold	400	–	–	﹤0.01%	775
2020 Q4	$7K	Sell	400 -450	-53%	-$7.18K	﹤0.01%	647
2020 Q3	$12K	Buy	850 +450	+113%	+$6.61K	﹤0.01%	536
2020 Q2	$6K	Buy	400 +180	+82%	+$2.37K	﹤0.01%	639
2020 Q1	$2.4K	Sell	220 -77	-26%	-$1.42K	﹤0.01%	771
2019 Q4	$6.34K	Hold	297	–	–	﹤0.01%	860
2019 Q3	$6.82K	Buy	+297	New	+$6.33K	﹤0.01%	913

Other funds holding SBRA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evoke Wealth's SBRA Position: Q4 2022 in Review

Evoke Wealth sold out of Sabra Healthcare REIT (SBRA) in Q4 2022, closing a stake of 395 shares — an estimated $5K sold.

Evoke Wealth first reported a position in SBRA in Q3 2019 and held it in 13 quarters. The position peaked at $12K in Q3 2020. 327 funds tracked by Wall St. Rank hold SBRA as of Q4 2022.

Evoke Wealth reported no remaining Sabra Healthcare REIT position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 395 Sabra Healthcare REIT shares in Q4 2022, an estimated $5K.
Evoke Wealth first reported a position in Sabra Healthcare REIT in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Sabra Healthcare REIT position peaked at $12K in Q3 2020.
327 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.