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Montecito Bank & Trust’s Sabra Healthcare REIT SBRA Stock Holding History

Montecito Bank & Trust’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 		$915K Buy
46,880
+5,000
+12% +$99.2K 0.14% 139
2026
Q1 		$805K Buy
41,880
+1,880
+5% +$37K 0.13% 149
2025
Q4 		$758K Buy
+40,000
New +$741K 0.12% 156

Other funds holding SBRA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Montecito Bank & Trust's SBRA Position: Q2 2026 in Review

Montecito Bank & Trust increased its Sabra Healthcare REIT (SBRA) stake by 12% in Q2 2026, buying an estimated $99.2K and bringing the position to 46,880 shares worth $915K. The position accounts for 0.14% of the portfolio, ranked #139.

Montecito Bank & Trust first reported a position in SBRA in Q4 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold SBRA as of Q2 2026.

  • Montecito Bank & Trust held 46,880 shares of Sabra Healthcare REIT worth $915K as of Q2 2026.
  • Montecito Bank & Trust bought 5,000 Sabra Healthcare REIT shares in Q2 2026, an estimated $99.2K.
  • Sabra Healthcare REIT made up 0.14% of Montecito Bank & Trust's portfolio in Q2 2026, its #139 holding.
  • Montecito Bank & Trust first reported a position in Sabra Healthcare REIT in Q4 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.