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Tortoise Investment Management’s Sabra Healthcare REIT SBRA Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-726
Closed -$13.5K – 1216
2025
Q3 		$13.5K Buy
726
+8
+1% +$149 ﹤0.01% 573
2025
Q2 		$13.2K Buy
718
+9
+1% +$160 ﹤0.01% 568
2025
Q1 		$12.4K Buy
709
+9
+1% +$152 ﹤0.01% 560
2024
Q4 		$12.1K Buy
700
+500
+250% +$9.13K ﹤0.01% 603
2024
Q3 		$3.72K Hold
200
– – ﹤0.01% 711
2024
Q2 		$3.08K Hold
200
– – ﹤0.01% 726
2024
Q1 		$2.95K Buy
200
+100
+100% +$1.39K ﹤0.01% 723
2023
Q4 		$1.43K Hold
100
– – ﹤0.01% 729
2023
Q3 		$1.39K Buy
+100
New +$1.28K ﹤0.01% 727

Other funds holding SBRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EGM
Engineers Gate Manager New York $7.71B AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tortoise Investment Management's SBRA Position: Q4 2025 in Review

Tortoise Investment Management sold out of Sabra Healthcare REIT (SBRA) in Q4 2025, closing a stake of 726 shares — an estimated $13.5K sold.

Tortoise Investment Management first reported a position in SBRA in Q3 2023 and held it in 9 quarters. The position peaked at $13.5K in Q3 2025. 441 funds tracked by Wall St. Rank hold SBRA as of Q4 2025.

  • Tortoise Investment Management reported no remaining Sabra Healthcare REIT position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 726 Sabra Healthcare REIT shares in Q4 2025, an estimated $13.5K.
  • Tortoise Investment Management first reported a position in Sabra Healthcare REIT in Q3 2023 and held it in 9 quarters.
  • Tortoise Investment Management's Sabra Healthcare REIT position peaked at $13.5K in Q3 2025.
  • 441 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.