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Synergy Asset Management’s Sabra Healthcare REIT SBRA Stock Holding History

Synergy Asset Management’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
2026
Q1 		$384K Buy
19,986
+2,541
+15% +$50.1K 0.04% 176
2025
Q4 		$330K Buy
+17,445
New +$323K 0.03% 162

Other funds holding SBRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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

Synergy Asset Management's SBRA Position: Q1 2026 in Review

Synergy Asset Management increased its Sabra Healthcare REIT (SBRA) stake by 15% in Q1 2026, buying an estimated $50.1K and bringing the position to 19,986 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #176.

Synergy Asset Management first reported a position in SBRA in Q4 2025 and has held it in 2 quarters since. 459 funds tracked by Wall St. Rank hold SBRA as of Q1 2026.

  • Synergy Asset Management held 19,986 shares of Sabra Healthcare REIT worth $384K as of Q1 2026.
  • Synergy Asset Management bought 2,541 Sabra Healthcare REIT shares in Q1 2026, an estimated $50.1K.
  • Sabra Healthcare REIT made up 0.04% of Synergy Asset Management's portfolio in Q1 2026, its #176 holding.
  • Synergy Asset Management first reported a position in Sabra Healthcare REIT in Q4 2025 and has held it in 2 quarters since.
  • 459 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.