SWM
SBRA icon

SHP Wealth Management’s Sabra Healthcare REIT SBRA Stock Holding History

SHP Wealth Management’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 		$17.7K Buy
908
+429
+90% +$8.51K ﹤0.01% 818
2026
Q1 		$9.21K Buy
479
+7
+1% +$138 ﹤0.01% 924
2025
Q4 		$8.94K Buy
+472
New +$8.75K ﹤0.01% 862

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 $3.38T AUM 44.17% 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

SHP Wealth Management's SBRA Position: Q2 2026 in Review

SHP Wealth Management increased its Sabra Healthcare REIT (SBRA) stake by 90% in Q2 2026, buying an estimated $8.51K and bringing the position to 908 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

SHP Wealth Management first reported a position in SBRA in Q4 2025 and has held it in 3 quarters since. 466 funds tracked by Wall St. Rank hold SBRA as of Q2 2026.

  • SHP Wealth Management held 908 shares of Sabra Healthcare REIT worth $17.7K as of Q2 2026.
  • SHP Wealth Management bought 429 Sabra Healthcare REIT shares in Q2 2026, an estimated $8.51K.
  • Sabra Healthcare REIT made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #818 holding.
  • SHP Wealth Management first reported a position in Sabra Healthcare REIT in Q4 2025 and has held it in 3 quarters since.
  • 466 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.