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SVB Wealth’s Sabra Healthcare REIT SBRA Stock Holding History

SVB 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
Q2 		– Sell
-1,954
Closed -$34.1K – 1415
2025
Q1 		$34.1K Buy
+1,954
New +$32.9K ﹤0.01% 629
2023
Q4 		– Sell
-11,863
Closed -$165K – 935
2023
Q3 		$165K Sell
11,863
-1,415
-11% -$18.1K ﹤0.01% 768
2023
Q2 		$156K Sell
13,278
-2,086
-14% -$23.7K ﹤0.01% 845
2023
Q1 		$177K Sell
15,364
-957
-6% -$11.8K ﹤0.01% 899
2022
Q4 		$203K Buy
+16,321
New +$208K ﹤0.01% 907
2021
Q4 		– Sell
-18,279
Closed -$269K – 927
2021
Q3 		$269K Buy
18,279
+1,596
+10% +$27K ﹤0.01% 823
2021
Q2 		$303K Buy
16,683
+2,721
+19% +$48.4K ﹤0.01% 752
2021
Q1 		$243K Buy
+13,962
New +$246K ﹤0.01% 776
2020
Q1 		– Sell
-20,583
Closed -$439K – 675
2019
Q4 		$439K Sell
20,583
-8,297
-29% -$186K 0.01% 437
2019
Q3 		$663K Sell
28,880
-2,703
-9% -$57.7K 0.01% 330
2019
Q2 		$622K Sell
31,583
-2,843
-8% -$55.4K 0.02% 353
2019
Q1 		$670K Buy
34,426
+915
+3% +$17.3K 0.03% 259
2018
Q4 		$552K Sell
33,511
-7,327
-18% -$148K 0.02% 275
2018
Q3 		$944K Sell
40,838
-1,708
-4% -$38.7K 0.03% 256
2018
Q2 		$925K Sell
42,546
-1,086
-2% -$21.2K 0.04% 258
2018
Q1 		$770K Buy
43,632
+9,168
+27% +$162K 0.03% 291
2017
Q4 		$647K Sell
34,464
-76
-0.2% -$1.51K 0.02% 323
2017
Q3 		$758K Buy
+34,540
New +$780K 0.03% 292

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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SVB Wealth's SBRA Position: Q2 2025 in Review

SVB Wealth sold out of Sabra Healthcare REIT (SBRA) in Q2 2025, closing a stake of 1,954 shares — an estimated $34.1K sold.

SVB Wealth first reported a position in SBRA in Q3 2017 and held it in 18 quarters. The position peaked at $944K in Q3 2018. 396 funds tracked by Wall St. Rank hold SBRA as of Q2 2025.

  • SVB Wealth reported no remaining Sabra Healthcare REIT position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,954 Sabra Healthcare REIT shares in Q2 2025, an estimated $34.1K.
  • SVB Wealth first reported a position in Sabra Healthcare REIT in Q3 2017 and held it in 18 quarters.
  • SVB Wealth's Sabra Healthcare REIT position peaked at $944K in Q3 2018.
  • 396 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.