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

Janiczek 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 Q2	$5K	Hold	325	–	–	﹤0.01%	739
2024 Q1	$4.8K	Hold	325	–	–	﹤0.01%	771
2023 Q4	$4.64K	Hold	325	–	–	﹤0.01%	761
2023 Q3	$4.53K	Hold	325	–	–	﹤0.01%	738
2023 Q2	$3.83K	Buy	+325	New	+$3.7K	﹤0.01%	691
2021 Q4	–	Sell	-269	Closed	-$4K	–	1082
2021 Q3	$4K	Sell	269 -219	-45%	-$3.7K	﹤0.01%	736
2021 Q2	$9K	Sell	488 -53	-10%	-$944	﹤0.01%	573
2021 Q1	$9K	Buy	541 +82	+18%	+$1.44K	﹤0.01%	559
2020 Q4	$8K	Buy	459 +257	+127%	+$4.1K	﹤0.01%	511
2020 Q3	$3K	Buy	+202	New	+$2.97K	﹤0.01%	465

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Janiczek Wealth Management's SBRA Position: Q2 2024 in Review

Janiczek Wealth Management held its Sabra Healthcare REIT (SBRA) position steady in Q2 2024 at 325 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Janiczek Wealth Management first reported a position in SBRA in Q3 2020 and has held it in 10 quarters since. The position peaked at $9K in Q2 2021. 355 funds tracked by Wall St. Rank hold SBRA as of Q2 2024.

Janiczek Wealth Management held 325 shares of Sabra Healthcare REIT worth $5K as of Q2 2024.
Janiczek Wealth Management left its Sabra Healthcare REIT share count unchanged in Q2 2024.
Sabra Healthcare REIT made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #739 holding.
Janiczek Wealth Management first reported a position in Sabra Healthcare REIT in Q3 2020 and has held it in 10 quarters since.
Janiczek Wealth Management's Sabra Healthcare REIT position peaked at $9K in Q2 2021.
355 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.