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Heritage Wealth Advisors’s Sabra Healthcare REIT SBRA Stock Holding History

Heritage Wealth Advisors’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
2025
Q1 		– Sell
-12,971
Closed -$225K – 638
2024
Q4 		$225K Hold
12,971
– – 0.01% 193
2024
Q3 		$241K Hold
12,971
– – 0.01% 193
2024
Q2 		$200K Hold
12,971
– – 0.01% 200
2024
Q1 		$192K Buy
+12,971
New +$180K 0.01% 214

Other funds holding SBRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Heritage Wealth Advisors's SBRA Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Sabra Healthcare REIT (SBRA) in Q1 2025, closing a stake of 12,971 shares — an estimated $225K sold.

Heritage Wealth Advisors first reported a position in SBRA in Q1 2024 and held it in 4 quarters. The position peaked at $241K in Q3 2024. 403 funds tracked by Wall St. Rank hold SBRA as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Sabra Healthcare REIT position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 12,971 Sabra Healthcare REIT shares in Q1 2025, an estimated $225K.
  • Heritage Wealth Advisors first reported a position in Sabra Healthcare REIT in Q1 2024 and held it in 4 quarters.
  • Heritage Wealth Advisors's Sabra Healthcare REIT position peaked at $241K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.