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

JFS 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
2022
Q3 		– Sell
-2,300
Closed -$32K – 1907
2022
Q2 		$32K Buy
+2,300
New +$30.8K ﹤0.01% 491

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
Deutsche Bank
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JFS Wealth Advisors's SBRA Position: Q3 2022 in Review

JFS Wealth Advisors sold out of Sabra Healthcare REIT (SBRA) in Q3 2022, closing a stake of 2,300 shares — an estimated $32K sold.

JFS Wealth Advisors first reported a position in SBRA in Q2 2022 and held it in 1 quarter. The position peaked at $32K in Q2 2022. 332 funds tracked by Wall St. Rank hold SBRA as of Q3 2022.

  • JFS Wealth Advisors reported no remaining Sabra Healthcare REIT position as of Q3 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 2,300 Sabra Healthcare REIT shares in Q3 2022, an estimated $32K.
  • JFS Wealth Advisors first reported a position in Sabra Healthcare REIT in Q2 2022 and held it in 1 quarter.
  • JFS Wealth Advisors's Sabra Healthcare REIT position peaked at $32K in Q2 2022.
  • 332 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q3 2022.

Based on JFS Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.