FA
SBRA icon

Fiduciary Alliance’s Sabra Healthcare REIT SBRA Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-104
Closed -$1.22K – 785
2023
Q2 		$1.22K Buy
+104
New +$1.18K ﹤0.01% 847
2023
Q1 		– Sell
-104
Closed -$1.29K – 718
2022
Q4 		$1.29K Buy
+104
New +$1.33K ﹤0.01% 746

Other funds holding SBRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fiduciary Alliance's SBRA Position: Q3 2023 in Review

Fiduciary Alliance sold out of Sabra Healthcare REIT (SBRA) in Q3 2023, closing a stake of 104 shares — an estimated $1.22K sold.

Fiduciary Alliance first reported a position in SBRA in Q4 2022 and held it in 2 quarters. The position peaked at $1.29K in Q4 2022. 329 funds tracked by Wall St. Rank hold SBRA as of Q3 2023.

  • Fiduciary Alliance reported no remaining Sabra Healthcare REIT position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 104 Sabra Healthcare REIT shares in Q3 2023, an estimated $1.22K.
  • Fiduciary Alliance first reported a position in Sabra Healthcare REIT in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Sabra Healthcare REIT position peaked at $1.29K in Q4 2022.
  • 329 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.