Kestra Advisory Services
SBRA icon

Kestra Advisory Services’s Sabra Healthcare REIT SBRA Stock Holding History

Kestra Advisory Services’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
Q3 		$3.52M Buy
178,538
+19,344
+12% +$397K 0.01% 1091
2026
Q2 		$3.11M Buy
159,194
+6,987
+5% +$139K 0.01% 1101
2026
Q1 		$2.93M Sell
152,207
-23,627
-13% -$465K 0.01% 1076
2025
Q4 		$3.33M Buy
175,834
+183
+0.1% +$3.39K 0.01% 950
2025
Q3 		$3.27M Buy
175,651
+37,112
+27% +$693K 0.02% 913
2025
Q2 		$2.55M Sell
138,539
-3,578
-3% -$63.5K 0.01% 954
2025
Q1 		$2.48M Sell
142,117
-11,073
-7% -$187K 0.01% 890
2024
Q4 		$2.65M Buy
153,190
+88,635
+137% +$1.62M 0.01% 852
2024
Q3 		$1.2M Sell
64,555
-13,606
-17% -$229K 0.01% 1222
2024
Q2 		$1.2M Sell
78,161
-2,262
-3% -$32.3K 0.01% 1212
2024
Q1 		$1.19M Buy
80,423
+57,452
+250% +$796K 0.01% 1140
2023
Q4 		$328K Buy
+22,971
New +$326K ﹤0.01% 1789
2023
Q3 		– Sell
-21,454
Closed -$253K – 2217
2023
Q2 		$253K Buy
+21,454
New +$244K ﹤0.01% 1751

Other funds holding SBRA

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Kestra Advisory Services's SBRA Position: Q3 2026 in Review

Kestra Advisory Services increased its Sabra Healthcare REIT (SBRA) stake by 12% in Q3 2026, buying an estimated $397K and bringing the position to 178,538 shares worth $3.52M. The position accounts for 0.01% of the portfolio, ranked #1091.

Kestra Advisory Services first reported a position in SBRA in Q2 2023 and has held it in 13 quarters since. 199 funds tracked by Wall St. Rank hold SBRA as of Q3 2026.

  • Kestra Advisory Services held 178,538 shares of Sabra Healthcare REIT worth $3.52M as of Q3 2026.
  • Kestra Advisory Services bought 19,344 Sabra Healthcare REIT shares in Q3 2026, an estimated $397K.
  • Sabra Healthcare REIT made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1091 holding.
  • Kestra Advisory Services first reported a position in Sabra Healthcare REIT in Q2 2023 and has held it in 13 quarters since.
  • 199 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.