Pinnacle Wealth Planning Services’s Sabra Healthcare REIT SBRA Stock Holding History

Pinnacle Wealth Planning 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	$6.49K	Hold	329	–	–	﹤0.01%	2230
2026 Q2	$6.42K	Sell	329 -19	-5%	-$377	﹤0.01%	2231
2026 Q1	$6.69K	Sell	348 -311	-47%	-$6.13K	﹤0.01%	2165
2025 Q4	$12.5K	Buy	+659	New	+$12.2K	﹤0.01%	1923
2022 Q3	–	Sell	-10,751	Closed	-$150K	–	438
2022 Q2	$150K	Buy	+10,751	New	+$144K	0.03%	362
2021 Q1	–	Sell	-2,423	Closed	-$42K	–	1639
2020 Q4	$42K	Buy	+2,423	New	+$38.7K	0.01%	872

Other funds holding SBRA

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Pinnacle Wealth Planning Services's SBRA Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Sabra Healthcare REIT (SBRA) position steady in Q3 2026 at 329 shares worth $6.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

Pinnacle Wealth Planning Services first reported a position in SBRA in Q4 2020 and has held it in 6 quarters since. The position peaked at $150K in Q2 2022. 179 funds tracked by Wall St. Rank hold SBRA as of Q3 2026.

Pinnacle Wealth Planning Services held 329 shares of Sabra Healthcare REIT worth $6.49K as of Q3 2026.
Pinnacle Wealth Planning Services left its Sabra Healthcare REIT share count unchanged in Q3 2026.
Sabra Healthcare REIT made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2230 holding.
Pinnacle Wealth Planning Services first reported a position in Sabra Healthcare REIT in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Sabra Healthcare REIT position peaked at $150K in Q2 2022.
179 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.