TAFW
SBRA icon

Tred Avon Family Wealth’s Sabra Healthcare REIT SBRA Stock Holding History

Tred Avon Family 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
2026
Q1 		$1.19M Buy
61,657
+10,265
+20% +$202K 0.39% 63
2025
Q4 		$973K Sell
51,392
-1,115
-2% -$20.7K 0.32% 79
2025
Q3 		$979K Buy
+52,507
New +$981K 0.34% 80

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

Tred Avon Family Wealth's SBRA Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Sabra Healthcare REIT (SBRA) stake by 20% in Q1 2026, buying an estimated $202K and bringing the position to 61,657 shares worth $1.19M. The position accounts for 0.39% of the portfolio, ranked #63.

Tred Avon Family Wealth first reported a position in SBRA in Q3 2025 and has held it in 3 quarters since. 459 funds tracked by Wall St. Rank hold SBRA as of Q1 2026.

  • Tred Avon Family Wealth held 61,657 shares of Sabra Healthcare REIT worth $1.19M as of Q1 2026.
  • Tred Avon Family Wealth bought 10,265 Sabra Healthcare REIT shares in Q1 2026, an estimated $202K.
  • Sabra Healthcare REIT made up 0.39% of Tred Avon Family Wealth's portfolio in Q1 2026, its #63 holding.
  • Tred Avon Family Wealth first reported a position in Sabra Healthcare REIT in Q3 2025 and has held it in 3 quarters since.
  • 459 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.