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Stiles Financial Services’s Sabra Healthcare REIT SBRA Stock Holding History

Stiles Financial Services’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
2024
Q4 		– Sell
-10,181
Closed -$189K – 192
2024
Q3 		$189K Hold
10,181
– – 0.07% 184
2024
Q2 		$157K Hold
10,181
– – 0.06% 181
2024
Q1 		$150K Hold
10,181
– – 0.06% 172
2023
Q4 		$145K Sell
10,181
-2,452
-19% -$34.8K 0.07% 165
2023
Q3 		$176K Buy
12,633
+59
+0.5% +$755 0.09% 168
2023
Q2 		$148K Buy
12,574
+67
+0.5% +$763 0.07% 185
2023
Q1 		$144K Buy
12,507
+56
+0.4% +$693 0.08% 177
2022
Q4 		$155K Buy
12,451
+288
+2% +$3.67K 0.09% 170
2022
Q3 		$160K Buy
12,163
+233
+2% +$3.44K 0.1% 160
2022
Q2 		$167K Buy
11,930
+251
+2% +$3.36K 0.1% 165
2022
Q1 		$174K Buy
11,679
+267
+2% +$3.65K 0.09% 179
2021
Q4 		$155K Buy
+11,412
New +$161K 0.07% 181

Other funds holding SBRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stiles Financial Services's SBRA Position: Q4 2024 in Review

Stiles Financial Services sold out of Sabra Healthcare REIT (SBRA) in Q4 2024, closing a stake of 10,181 shares — an estimated $189K sold.

Stiles Financial Services first reported a position in SBRA in Q4 2021 and held it in 12 quarters. The position peaked at $189K in Q3 2024. 389 funds tracked by Wall St. Rank hold SBRA as of Q4 2024.

  • Stiles Financial Services reported no remaining Sabra Healthcare REIT position as of Q4 2024 after selling out during the quarter.
  • Stiles Financial Services sold 10,181 Sabra Healthcare REIT shares in Q4 2024, an estimated $189K.
  • Stiles Financial Services first reported a position in Sabra Healthcare REIT in Q4 2021 and held it in 12 quarters.
  • Stiles Financial Services's Sabra Healthcare REIT position peaked at $189K in Q3 2024.
  • 389 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q4 2024.

Based on Stiles Financial Services's 13F filing for Q4 2024, filed 28 Jan 2025.