SteelPeak Wealth’s Sabra Healthcare REIT SBRA Stock Holding History

SteelPeak Wealth’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
2025 Q4	–	Sell	-17,531	Closed	-$327K	–	634
2025 Q3	$327K	Sell	17,531 -512	-3%	-$9.56K	0.01%	446
2025 Q2	$333K	Sell	18,043 -8,590	-32%	-$152K	0.01%	406
2025 Q1	$465K	Hold	26,633	–	–	0.02%	358
2024 Q4	$461K	Hold	26,633	–	–	0.02%	351
2024 Q3	$496K	Hold	26,633	–	–	0.02%	318
2024 Q2	$410K	Sell	26,633 -685	-3%	-$9.79K	0.02%	341
2024 Q1	$403K	Sell	27,318 -1,303	-5%	-$18K	0.02%	324
2023 Q4	$408K	Hold	28,621	–	–	0.02%	301
2023 Q3	$399K	Hold	28,621	–	–	0.03%	283
2023 Q2	$337K	Buy	+28,621	New	+$326K	0.02%	309

Other funds holding SBRA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return