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Summit Securities Group’s Sabra Healthcare REIT SBRA Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-6,937
Closed -$128K – 1309
2025
Q2 		$128K Buy
+6,937
New +$123K 0.02% 327
2023
Q1 		– Sell
-300
Closed -$4K – 1222
2022
Q4 		$4K Sell
300
-200
-40% -$2.55K ﹤0.01% 1090
2022
Q3 		$7K Buy
+500
New +$7.39K ﹤0.01% 815
2014
Q1 		– Sell
-73
Closed -$2K – 551
2013
Q4 		$2K Buy
+73
New +$1.88K ﹤0.01% 434

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Securities Group's SBRA Position: Q3 2025 in Review

Summit Securities Group sold out of Sabra Healthcare REIT (SBRA) in Q3 2025, closing a stake of 6,937 shares — an estimated $128K sold.

Summit Securities Group first reported a position in SBRA in Q4 2013 and held it in 4 quarters. The position peaked at $128K in Q2 2025. 424 funds tracked by Wall St. Rank hold SBRA as of Q3 2025.

  • Summit Securities Group reported no remaining Sabra Healthcare REIT position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 6,937 Sabra Healthcare REIT shares in Q3 2025, an estimated $128K.
  • Summit Securities Group first reported a position in Sabra Healthcare REIT in Q4 2013 and held it in 4 quarters.
  • Summit Securities Group's Sabra Healthcare REIT position peaked at $128K in Q2 2025.
  • 424 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.