True Wealth Design’s Sabra Healthcare REIT SBRA Stock Holding History

True Wealth Design’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 Q3	$8.48K	Buy	430 +191	+80%	+$3.92K	﹤0.01%	1144
2026 Q2	$4.66K	Buy	239 +208	+671%	+$4.13K	﹤0.01%	1361
2026 Q1	$597	Sell	31 -38	-55%	-$748	﹤0.01%	1989
2025 Q4	$1.31K	Buy	69 +68	+6,800%	+$1.26K	﹤0.01%	1607
2025 Q3	$19	Hold	1	–	–	﹤0.01%	2664
2025 Q2	$19	Hold	1	–	–	﹤0.01%	2517
2025 Q1	$18	Buy	+1	New	+$17	﹤0.01%	2604
2024 Q4	–	Sell	-157	Closed	-$2.92K	–	1496
2024 Q3	$2.92K	Buy	+157	New	+$2.65K	﹤0.01%	693

Other funds holding SBRA

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

LCM

LDR Capital Management New York $81M AUM 5.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

True Wealth Design's SBRA Position: Q3 2026 in Review

True Wealth Design increased its Sabra Healthcare REIT (SBRA) stake by 80% in Q3 2026, buying an estimated $3.92K and bringing the position to 430 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

True Wealth Design first reported a position in SBRA in Q3 2024 and has held it in 8 quarters since. 34 funds tracked by Wall St. Rank hold SBRA as of Q3 2026.

True Wealth Design held 430 shares of Sabra Healthcare REIT worth $8.48K as of Q3 2026.
True Wealth Design bought 191 Sabra Healthcare REIT shares in Q3 2026, an estimated $3.92K.
Sabra Healthcare REIT made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1144 holding.
True Wealth Design first reported a position in Sabra Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
34 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.