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

Jeppson 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
2026
Q2 		$507K Sell
25,978
-750
-3% -$14.9K 0.15% 135
2026
Q1 		$514K Sell
26,728
-142
-0.5% -$2.8K 0.16% 119
2025
Q4 		$509K Hold
26,870
– – 0.16% 120
2025
Q3 		$501K Hold
26,870
– – 0.16% 121
2025
Q2 		$495K Hold
26,870
– – 0.17% 121
2025
Q1 		$469K Sell
26,870
-450
-2% -$7.59K 0.17% 119
2024
Q4 		$473K Sell
27,320
-99
-0.4% -$1.81K 0.17% 122
2024
Q3 		$510K Buy
27,419
+100
+0.4% +$1.69K 0.18% 119
2024
Q2 		$421K Sell
27,319
-131
-0.5% -$1.87K 0.16% 124
2024
Q1 		$405K Buy
27,450
+43
+0.2% +$595 0.16% 134
2023
Q4 		$391K Sell
27,407
-439
-2% -$6.23K 0.16% 131
2023
Q3 		$388K Buy
27,846
+473
+2% +$6.05K 0.18% 123
2023
Q2 		$322K Sell
27,373
-2,411
-8% -$27.4K 0.14% 146
2023
Q1 		$343K Sell
29,784
-13,255
-31% -$164K 0.15% 134
2022
Q4 		$535K Buy
43,039
+7,989
+23% +$102K 0.23% 100
2022
Q3 		$460K Sell
35,050
-1,805
-5% -$26.7K 0.21% 103
2022
Q2 		$515K Buy
36,855
+2,650
+8% +$35.4K 0.22% 99
2022
Q1 		$509K Buy
34,205
+2,945
+9% +$40.3K 0.24% 95
2021
Q4 		$423K Buy
+31,260
New +$442K 0.2% 97

Other funds holding SBRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Jeppson Wealth Management's SBRA Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Sabra Healthcare REIT (SBRA) stake by 2.8% in Q2 2026, selling an estimated $14.9K and leaving 25,978 shares worth $507K. The position accounts for 0.15% of the portfolio, ranked #135.

Jeppson Wealth Management first reported a position in SBRA in Q4 2021 and has held it in 19 quarters since. The position peaked at $535K in Q4 2022. 465 funds tracked by Wall St. Rank hold SBRA as of Q2 2026.

  • Jeppson Wealth Management held 25,978 shares of Sabra Healthcare REIT worth $507K as of Q2 2026.
  • Jeppson Wealth Management sold 750 Sabra Healthcare REIT shares in Q2 2026, an estimated $14.9K.
  • Sabra Healthcare REIT made up 0.15% of Jeppson Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Jeppson Wealth Management first reported a position in Sabra Healthcare REIT in Q4 2021 and has held it in 19 quarters since.
  • Jeppson Wealth Management's Sabra Healthcare REIT position peaked at $535K in Q4 2022.
  • 465 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.