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Root Financial Partners’s Sabra Healthcare REIT SBRA Stock Holding History

Root Financial 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 		– Sell
-573
Closed -$11K – 2646
2026
Q1 		$11K Buy
+573
New +$11.3K ﹤0.01% 1640

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CIM
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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

Root Financial Partners's SBRA Position: Q2 2026 in Review

Root Financial Partners sold out of Sabra Healthcare REIT (SBRA) in Q2 2026, closing a stake of 573 shares — an estimated $11K sold.

Root Financial Partners first reported a position in SBRA in Q1 2026 and held it in 1 quarter. The position peaked at $11K in Q1 2026. 464 funds tracked by Wall St. Rank hold SBRA as of Q2 2026.

  • Root Financial Partners reported no remaining Sabra Healthcare REIT position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 573 Sabra Healthcare REIT shares in Q2 2026, an estimated $11K.
  • Root Financial Partners first reported a position in Sabra Healthcare REIT in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Sabra Healthcare REIT position peaked at $11K in Q1 2026.
  • 464 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.