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Prevail Innovative Wealth Advisors’s Sabra Healthcare REIT SBRA Stock Holding History

Prevail Innovative Wealth Advisors’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
2024
Q4 		– Sell
-133,766
Closed -$2.49M – 196
2024
Q3 		$2.49M Buy
+133,766
New +$2.26M 0.76% 53

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prevail Innovative Wealth Advisors's SBRA Position: Q4 2024 in Review

Prevail Innovative Wealth Advisors sold out of Sabra Healthcare REIT (SBRA) in Q4 2024, closing a stake of 133,766 shares — an estimated $2.49M sold.

Prevail Innovative Wealth Advisors first reported a position in SBRA in Q3 2024 and held it in 1 quarter. The position peaked at $2.49M in Q3 2024. 389 funds tracked by Wall St. Rank hold SBRA as of Q4 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Sabra Healthcare REIT position as of Q4 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 133,766 Sabra Healthcare REIT shares in Q4 2024, an estimated $2.49M.
  • Prevail Innovative Wealth Advisors first reported a position in Sabra Healthcare REIT in Q3 2024 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Sabra Healthcare REIT position peaked at $2.49M in Q3 2024.
  • 389 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q4 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.