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Prestige Wealth Management Group’s Sabra Healthcare REIT SBRA Stock Holding History

Prestige Wealth Management 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
2023
Q4 		– Sell
-136
Closed -$1.9K – 1072
2023
Q3 		$1.9K Buy
+136
New +$1.74K ﹤0.01% 751
2019
Q1 		– Sell
-51
Closed -$1K – 1009
2018
Q4 		$1K Buy
+51
New +$1.03K ﹤0.01% 1109

Other funds holding SBRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prestige Wealth Management Group's SBRA Position: Q4 2023 in Review

Prestige Wealth Management Group sold out of Sabra Healthcare REIT (SBRA) in Q4 2023, closing a stake of 136 shares — an estimated $1.9K sold.

Prestige Wealth Management Group first reported a position in SBRA in Q4 2018 and held it in 2 quarters. The position peaked at $1.9K in Q3 2023. 359 funds tracked by Wall St. Rank hold SBRA as of Q4 2023.

  • Prestige Wealth Management Group reported no remaining Sabra Healthcare REIT position as of Q4 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 136 Sabra Healthcare REIT shares in Q4 2023, an estimated $1.9K.
  • Prestige Wealth Management Group first reported a position in Sabra Healthcare REIT in Q4 2018 and held it in 2 quarters.
  • Prestige Wealth Management Group's Sabra Healthcare REIT position peaked at $1.9K in Q3 2023.
  • 359 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q4 2023.

Based on Prestige Wealth Management Group's 13F filing for Q4 2023, filed 8 Feb 2024.