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 New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return

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