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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
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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.