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 Q3	$304K	Hold	15,402	–	–	0.01%	326
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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Principle Wealth Partners's SBRA Position: Q3 2026 in Review

Principle Wealth Partners held its Sabra Healthcare REIT (SBRA) position steady in Q3 2026 at 15,402 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #326.

Principle Wealth Partners first reported a position in SBRA in Q2 2020 and has held it in 23 quarters since. The position peaked at $331K in Q1 2025. 254 funds tracked by Wall St. Rank hold SBRA as of Q3 2026.

Principle Wealth Partners held 15,402 shares of Sabra Healthcare REIT worth $304K as of Q3 2026.
Principle Wealth Partners left its Sabra Healthcare REIT share count unchanged in Q3 2026.
Sabra Healthcare REIT made up 0.01% of Principle Wealth Partners's portfolio in Q3 2026, its #326 holding.
Principle Wealth Partners first reported a position in Sabra Healthcare REIT in Q2 2020 and has held it in 23 quarters since.
Principle Wealth Partners's Sabra Healthcare REIT position peaked at $331K in Q1 2025.
254 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.