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Focused Wealth Management’s Sabra Healthcare REIT SBRA Stock Holding History

Focused Wealth Management’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
2024
Q1 		– Sell
-715
Closed -$10.2K – 816
2023
Q4 		$10.2K Buy
715
+15
+2% +$213 ﹤0.01% 548
2023
Q3 		$9.76K Buy
700
+16
+2% +$205 ﹤0.01% 529
2023
Q2 		$8.05K Buy
684
+18
+3% +$205 ﹤0.01% 582
2023
Q1 		$7.66K Buy
666
+16
+2% +$198 ﹤0.01% 587
2022
Q4 		$8.07K Buy
650
+16
+3% +$204 ﹤0.01% 563
2022
Q3 		$8K Buy
634
+12
+2% +$177 ﹤0.01% 531
2022
Q2 		$9K Buy
622
+13
+2% +$174 ﹤0.01% 518
2022
Q1 		$9K Buy
609
+13
+2% +$178 ﹤0.01% 567
2021
Q4 		$8K Buy
596
+14
+2% +$198 ﹤0.01% 634
2021
Q3 		$9K Buy
582
+11
+2% +$186 ﹤0.01% 624
2021
Q2 		$10K Buy
571
+9
+2% +$160 ﹤0.01% 612
2021
Q1 		$10K Buy
562
+10
+2% +$176 ﹤0.01% 601
2020
Q4 		$10K Buy
552
+9
+2% +$144 ﹤0.01% 555
2020
Q3 		$7K Buy
543
+11
+2% +$162 ﹤0.01% 560
2020
Q2 		$8K Hold
532
– – ﹤0.01% 521
2020
Q1 		$6K Hold
532
– – ﹤0.01% 516
2019
Q4 		$11K Hold
532
– – ﹤0.01% 491
2019
Q3 		$12K Hold
532
– – ﹤0.01% 463
2019
Q2 		$10K Hold
532
– – ﹤0.01% 518
2019
Q1 		$10K Hold
532
– – ﹤0.01% 470
2018
Q4 		$9K Hold
532
– – ﹤0.01% 474
2018
Q3 		$12K Hold
532
– – ﹤0.01% 434
2018
Q2 		$12K Sell
532
-1
-0.2% -$20 ﹤0.01% 426
2018
Q1 		$9K Hold
533
– – ﹤0.01% 492
2017
Q4 		$10K Sell
533
-901
-63% -$17.9K ﹤0.01% 470
2017
Q3 		$31K Buy
+1,434
New +$32.4K 0.01% 295

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Focused Wealth Management's SBRA Position: Q1 2024 in Review

Focused Wealth Management sold out of Sabra Healthcare REIT (SBRA) in Q1 2024, closing a stake of 715 shares — an estimated $10.2K sold.

Focused Wealth Management first reported a position in SBRA in Q3 2017 and held it in 26 quarters. The position peaked at $31K in Q3 2017. 342 funds tracked by Wall St. Rank hold SBRA as of Q1 2024.

  • Focused Wealth Management reported no remaining Sabra Healthcare REIT position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 715 Sabra Healthcare REIT shares in Q1 2024, an estimated $10.2K.
  • Focused Wealth Management first reported a position in Sabra Healthcare REIT in Q3 2017 and held it in 26 quarters.
  • Focused Wealth Management's Sabra Healthcare REIT position peaked at $31K in Q3 2017.
  • 342 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.