Sutton Wealth Advisors’s Sabra Healthcare REIT SBRA Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-64	Closed	-$796	–	1424
2022 Q4	$796	Hold	64	–	–	﹤0.01%	1393
2022 Q3	$840	Buy	64 +6	+10%	+$89	﹤0.01%	1338
2022 Q2	$810	Buy	+58	New	+$775	﹤0.01%	1345
2020 Q4	–	Sell	-3	Closed	-$41	–	1247
2020 Q3	$41	Hold	3	–	–	﹤0.01%	1214
2020 Q2	$43	Hold	3	–	–	﹤0.01%	1198
2020 Q1	$33	Sell	3 -7	-70%	-$129	﹤0.01%	1196
2019 Q4	$213	Hold	10	–	–	﹤0.01%	1157
2019 Q3	$230	Hold	10	–	–	﹤0.01%	1167
2019 Q2	$197	Hold	10	–	–	﹤0.01%	1153
2019 Q1	$195	Hold	10	–	–	﹤0.01%	1163
2018 Q4	$165	Hold	10	–	–	﹤0.01%	1121
2018 Q3	$231	Hold	10	–	–	﹤0.01%	1117
2018 Q2	$217	Hold	10	–	–	﹤0.01%	1119
2018 Q1	$177	Hold	10	–	–	﹤0.01%	1118
2017 Q4	$188	Hold	10	–	–	﹤0.01%	1073
2017 Q3	$219	Sell	10 -800	-99%	-$18.1K	﹤0.01%	1069
2017 Q2	$19.5K	Hold	810	–	–	0.02%	537
2017 Q1	$22.6K	Hold	810	–	–	0.02%	472
2016 Q4	$19.8K	Hold	810	–	–	0.02%	498
2016 Q3	$20.4K	Hold	810	–	–	0.02%	454
2016 Q2	$16.7K	Hold	810	–	–	0.02%	493
2016 Q1	$16.3K	Buy	+810	New	+$15.5K	0.02%	486

Other funds holding SBRA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Sutton Wealth Advisors's SBRA Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Sabra Healthcare REIT (SBRA) in Q1 2023, closing a stake of 64 shares — an estimated $796 sold.

Sutton Wealth Advisors first reported a position in SBRA in Q1 2016 and held it in 22 quarters. The position peaked at $22.6K in Q1 2017. 324 funds tracked by Wall St. Rank hold SBRA as of Q1 2023.

Sutton Wealth Advisors reported no remaining Sabra Healthcare REIT position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 64 Sabra Healthcare REIT shares in Q1 2023, an estimated $796.
Sutton Wealth Advisors first reported a position in Sabra Healthcare REIT in Q1 2016 and held it in 22 quarters.
Sutton Wealth Advisors's Sabra Healthcare REIT position peaked at $22.6K in Q1 2017.
324 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.