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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Sabra Healthcare REIT SBRA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$19.7K Hold
1,010
– – 0.01% 398
2026
Q1 		$19.4K Hold
1,010
– – 0.01% 365
2025
Q4 		$19.1K Buy
+1,010
New +$18.7K 0.01% 378

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CIM
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SBRA Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Sabra Healthcare REIT (SBRA) position steady in Q2 2026 at 1,010 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #398.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SBRA in Q4 2025 and has held it in 3 quarters since. 198 funds tracked by Wall St. Rank hold SBRA as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,010 shares of Sabra Healthcare REIT worth $19.7K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Sabra Healthcare REIT share count unchanged in Q2 2026.
  • Sabra Healthcare REIT made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #398 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Sabra Healthcare REIT in Q4 2025 and has held it in 3 quarters since.
  • 198 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.