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Principle Wealth Partners’s Sabra Healthcare REIT SBRA Stock Holding History

Principle Wealth Partners’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 		$300K Sell
15,402
-1,480
-9% -$29.4K 0.01% 333
2026
Q1 		$325K Hold
16,882
– – 0.02% 305
2025
Q4 		$320K Hold
16,882
– – 0.02% 302
2025
Q3 		$315K Hold
16,882
– – 0.02% 303
2025
Q2 		$311K Sell
16,882
-2,038
-11% -$36.2K 0.02% 295
2025
Q1 		$331K Hold
18,920
– – 0.02% 275
2024
Q4 		$328K Buy
18,920
+2,635
+16% +$48.1K 0.02% 273
2024
Q3 		$303K Hold
16,285
– – 0.02% 281
2024
Q2 		$251K Hold
16,285
– – 0.02% 296
2024
Q1 		$241K Hold
16,285
– – 0.02% 314
2023
Q4 		$232K Hold
16,285
– – 0.02% 310
2023
Q3 		$227K Sell
16,285
-1,390
-8% -$17.8K 0.02% 293
2023
Q2 		$208K Hold
17,675
– – 0.02% 313
2023
Q1 		$203K Hold
17,675
– – 0.02% 309
2022
Q4 		$220K Hold
17,675
– – 0.02% 293
2022
Q3 		$232K Hold
17,675
– – 0.02% 266
2022
Q2 		$247K Hold
17,675
– – 0.03% 273
2022
Q1 		$263K Hold
17,675
– – 0.03% 279
2021
Q4 		$239K Hold
17,675
– – 0.03% 291
2021
Q3 		$260K Hold
17,675
– – 0.03% 269
2021
Q2 		$322K Buy
+17,675
New +$315K 0.04% 245
2020
Q3 		– Sell
-9,865
Closed -$142K – 373
2020
Q2 		$142K Buy
+9,865
New +$130K 0.04% 176

Other funds holding SBRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Principle Wealth Partners's SBRA Position: Q2 2026 in Review

Principle Wealth Partners reduced its Sabra Healthcare REIT (SBRA) stake by 8.8% in Q2 2026, selling an estimated $29.4K and leaving 15,402 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #333.

Principle Wealth Partners first reported a position in SBRA in Q2 2020 and has held it in 22 quarters since. The position peaked at $331K in Q1 2025. 464 funds tracked by Wall St. Rank hold SBRA as of Q2 2026.

  • Principle Wealth Partners held 15,402 shares of Sabra Healthcare REIT worth $300K as of Q2 2026.
  • Principle Wealth Partners sold 1,480 Sabra Healthcare REIT shares in Q2 2026, an estimated $29.4K.
  • Sabra Healthcare REIT made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #333 holding.
  • Principle Wealth Partners first reported a position in Sabra Healthcare REIT in Q2 2020 and has held it in 22 quarters since.
  • Principle Wealth Partners's Sabra Healthcare REIT position peaked at $331K in Q1 2025.
  • 464 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.