Key Financial Inc’s Sabra Healthcare REIT SBRA Stock Holding History

Key Financial Inc’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 Q1	$6.73K	Hold	350	–	–	﹤0.01%	970
2025 Q4	$6.63K	Hold	350	–	–	﹤0.01%	978
2025 Q3	$6.43K	Hold	350	–	–	﹤0.01%	983
2025 Q2	$6.45K	Sell	350 -448	-56%	-$7.95K	﹤0.01%	978
2025 Q1	$13.9K	Hold	798	–	–	﹤0.01%	740
2024 Q4	$13.8K	Buy	798 +448	+128%	+$8.18K	﹤0.01%	746
2024 Q3	$6.51K	Hold	350	–	–	﹤0.01%	905
2024 Q2	$5.39K	Hold	350	–	–	﹤0.01%	935
2024 Q1	$5.17K	Hold	350	–	–	﹤0.01%	931
2023 Q4	$4.99K	Hold	350	–	–	﹤0.01%	937
2023 Q3	$4.88K	Hold	350	–	–	﹤0.01%	912
2023 Q2	$4.12K	Buy	+350	New	+$3.98K	﹤0.01%	1000

Other funds holding SBRA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return