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Merit Financial Group’s Sabra Healthcare REIT SBRA Stock Holding History

Merit Financial Group’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 		$207K Sell
10,599
-1,247
-11% -$24.7K ﹤0.01% 2098
2026
Q1 		$228K Sell
11,846
-412
-3% -$8.12K ﹤0.01% 1836
2025
Q4 		$232K Buy
+12,258
New +$227K ﹤0.01% 1734

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

Merit Financial Group's SBRA Position: Q2 2026 in Review

Merit Financial Group reduced its Sabra Healthcare REIT (SBRA) stake by 11% in Q2 2026, selling an estimated $24.7K and leaving 10,599 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

Merit Financial Group first reported a position in SBRA in Q4 2025 and has held it in 3 quarters since. The position peaked at $232K in Q4 2025. 464 funds tracked by Wall St. Rank hold SBRA as of Q2 2026.

  • Merit Financial Group held 10,599 shares of Sabra Healthcare REIT worth $207K as of Q2 2026.
  • Merit Financial Group sold 1,247 Sabra Healthcare REIT shares in Q2 2026, an estimated $24.7K.
  • Sabra Healthcare REIT made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2098 holding.
  • Merit Financial Group first reported a position in Sabra Healthcare REIT in Q4 2025 and has held it in 3 quarters since.
  • Merit Financial Group's Sabra Healthcare REIT position peaked at $232K in Q4 2025.
  • 464 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.