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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Pinnacle Wealth Planning Services's SBRA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Sabra Healthcare REIT (SBRA) stake by 5.5% in Q2 2026, selling an estimated $377 and leaving 329 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2231.

Pinnacle Wealth Planning Services first reported a position in SBRA in Q4 2020 and has held it in 5 quarters since. The position peaked at $150K in Q2 2022. 464 funds tracked by Wall St. Rank hold SBRA as of Q2 2026.

Pinnacle Wealth Planning Services held 329 shares of Sabra Healthcare REIT worth $6.42K as of Q2 2026.
Pinnacle Wealth Planning Services sold 19 Sabra Healthcare REIT shares in Q2 2026, an estimated $377.
Sabra Healthcare REIT made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2231 holding.
Pinnacle Wealth Planning Services first reported a position in Sabra Healthcare REIT in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Sabra Healthcare REIT position peaked at $150K in Q2 2022.
464 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.