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

TCI 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 Q2	–	Sell	-256	Closed	-$2.94K	–	1857
2023 Q1	$2.94K	Sell	256 -539	-68%	-$6.67K	﹤0.01%	1863
2022 Q4	$9.88K	Sell	795 -593	-43%	-$7.56K	﹤0.01%	1076
2022 Q3	$18K	Hold	1,388	–	–	﹤0.01%	711
2022 Q2	$19K	Hold	1,388	–	–	﹤0.01%	664
2022 Q1	$21K	Buy	1,388 +344	+33%	+$4.71K	﹤0.01%	686
2021 Q4	$14K	Buy	1,044 +12	+1%	+$170	﹤0.01%	936
2021 Q3	$15K	Buy	1,032 +263	+34%	+$4.44K	﹤0.01%	833
2021 Q2	$14K	Buy	769 +133	+21%	+$2.37K	﹤0.01%	758
2021 Q1	$11K	Buy	636 +351	+123%	+$6.17K	﹤0.01%	823
2020 Q4	$5K	Buy	285 +17	+6%	+$271	﹤0.01%	898
2020 Q3	$4K	Hold	268	–	–	﹤0.01%	885
2020 Q2	$4K	Hold	268	–	–	﹤0.01%	834
2020 Q1	$3K	Buy	268 +167	+165%	+$3.08K	﹤0.01%	918
2019 Q4	$2K	Hold	101	–	–	﹤0.01%	1190
2019 Q3	$2K	Hold	101	–	–	﹤0.01%	1130
2019 Q2	$2K	Hold	101	–	–	﹤0.01%	1055
2019 Q1	$2K	Hold	101	–	–	﹤0.01%	1070
2018 Q4	$2K	Hold	101	–	–	﹤0.01%	1048
2018 Q3	$2K	Hold	101	–	–	﹤0.01%	1073
2018 Q2	$2K	Hold	101	–	–	﹤0.01%	1131
2018 Q1	$2K	Hold	101	–	–	﹤0.01%	1007
2017 Q4	$2K	Sell	101 -64	-39%	-$1.27K	﹤0.01%	1052
2017 Q3	$4K	Buy	165 +101	+158%	+$2.28K	﹤0.01%	794
2017 Q2	$2K	Hold	64	–	–	﹤0.01%	1018
2017 Q1	$2K	Hold	64	–	–	﹤0.01%	971
2016 Q4	$2K	Hold	64	–	–	﹤0.01%	1042
2016 Q3	$2K	Hold	64	–	–	﹤0.01%	998
2016 Q2	$1K	Buy	+64	New	+$1.33K	﹤0.01%	1141

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCI Wealth Advisors's SBRA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Sabra Healthcare REIT (SBRA) in Q2 2023, closing a stake of 256 shares — an estimated $2.94K sold.

TCI Wealth Advisors first reported a position in SBRA in Q2 2016 and held it in 28 quarters. The position peaked at $21K in Q1 2022. 325 funds tracked by Wall St. Rank hold SBRA as of Q2 2023.

TCI Wealth Advisors reported no remaining Sabra Healthcare REIT position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 256 Sabra Healthcare REIT shares in Q2 2023, an estimated $2.94K.
TCI Wealth Advisors first reported a position in Sabra Healthcare REIT in Q2 2016 and held it in 28 quarters.
TCI Wealth Advisors's Sabra Healthcare REIT position peaked at $21K in Q1 2022.
325 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.