Institutional & Family Asset Management’s Sabra Healthcare REIT SBRA Stock Holding History

Institutional & Family Asset 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
2022 Q4	–	Sell	-199	Closed	-$3K	–	770
2022 Q3	$3K	Sell	199 -39	-16%	-$576	﹤0.01%	557
2022 Q2	$3K	Hold	238	–	–	﹤0.01%	565
2022 Q1	$4K	Hold	238	–	–	﹤0.01%	588
2021 Q4	$3K	Sell	238 -2,216	-90%	-$31.4K	﹤0.01%	636
2021 Q3	$36K	Buy	2,454 +55	+2%	+$929	0.01%	375
2021 Q2	$44K	Buy	2,399 +2,246	+1,468%	+$40K	0.01%	353
2021 Q1	$3K	Hold	153	–	–	﹤0.01%	766
2020 Q4	$3K	Hold	153	–	–	﹤0.01%	724
2020 Q3	$2K	Hold	153	–	–	﹤0.01%	727
2020 Q2	$2K	Buy	153 +68	+80%	+$894	﹤0.01%	711
2020 Q1	$1K	Hold	85	–	–	﹤0.01%	775
2019 Q4	$2K	Hold	85	–	–	﹤0.01%	758
2019 Q3	$2K	Hold	85	–	–	﹤0.01%	724
2019 Q2	$2K	Buy	+85	New	+$1.66K	﹤0.01%	739

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

Institutional & Family Asset Management's SBRA Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Sabra Healthcare REIT (SBRA) in Q4 2022, closing a stake of 199 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in SBRA in Q2 2019 and held it in 14 quarters. The position peaked at $44K in Q2 2021. 327 funds tracked by Wall St. Rank hold SBRA as of Q4 2022.

Institutional & Family Asset Management reported no remaining Sabra Healthcare REIT position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 199 Sabra Healthcare REIT shares in Q4 2022, an estimated $3K.
Institutional & Family Asset Management first reported a position in Sabra Healthcare REIT in Q2 2019 and held it in 14 quarters.
Institutional & Family Asset Management's Sabra Healthcare REIT position peaked at $44K in Q2 2021.
327 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.