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M Holdings Securities’s Sabra Healthcare REIT SBRA Stock Holding History

M Holdings Securities’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 		– Sell
-20,039
Closed -$385K – 254
2026
Q1 		$385K Sell
20,039
-150
-0.7% -$2.96K 0.03% 270
2025
Q4 		$382K Sell
20,189
-1,305
-6% -$24.2K 0.03% 269
2025
Q3 		$401K Sell
21,494
-150
-0.7% -$2.8K 0.08% 81
2025
Q2 		$395K Buy
+21,644
New +$384K 0.07% 137
2020
Q2 		– Sell
-42,820
Closed -$468K – 222
2020
Q1 		$468K Buy
+42,820
New +$790K 0.07% 196

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

M Holdings Securities's SBRA Position: Q2 2026 in Review

M Holdings Securities sold out of Sabra Healthcare REIT (SBRA) in Q2 2026, closing a stake of 20,039 shares — an estimated $385K sold.

M Holdings Securities first reported a position in SBRA in Q1 2020 and held it in 5 quarters. The position peaked at $468K in Q1 2020. 464 funds tracked by Wall St. Rank hold SBRA as of Q2 2026.

  • M Holdings Securities reported no remaining Sabra Healthcare REIT position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 20,039 Sabra Healthcare REIT shares in Q2 2026, an estimated $385K.
  • M Holdings Securities first reported a position in Sabra Healthcare REIT in Q1 2020 and held it in 5 quarters.
  • M Holdings Securities's Sabra Healthcare REIT position peaked at $468K in Q1 2020.
  • 464 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.