UMB Bank’s Sabra Healthcare REIT SBRA Stock Holding History

UMB Bank’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	$62.1K	Buy	3,229 +164	+5%	+$3.23K	﹤0.01%	1167
2025 Q4	$58.1K	Buy	3,065 +676	+28%	+$12.5K	﹤0.01%	1192
2025 Q3	$44.5K	Buy	2,389 +46	+2%	+$859	﹤0.01%	1202
2025 Q2	$43.2K	Buy	2,343 +295	+14%	+$5.24K	﹤0.01%	1162
2025 Q1	$35.8K	Buy	2,048 +1,621	+380%	+$27.3K	﹤0.01%	1179
2024 Q4	$7.4K	Buy	427 +296	+226%	+$5.41K	﹤0.01%	1575
2024 Q3	$2.44K	Hold	131	–	–	﹤0.01%	1938
2024 Q2	$2.02K	Sell	131 -54	-29%	-$772	﹤0.01%	1780
2024 Q1	$2.73K	Sell	185 -159	-46%	-$2.2K	﹤0.01%	1463
2023 Q4	$4.91K	Hold	344	–	–	﹤0.01%	1414
2023 Q3	$4.79K	Buy	+344	New	+$4.4K	﹤0.01%	1428
2022 Q3	–	Sell	-311	Closed	-$4K	–	1937
2022 Q2	$4K	Hold	311	–	–	﹤0.01%	1634
2022 Q1	$5K	Sell	311 -67	-18%	-$917	﹤0.01%	1669
2021 Q4	$5K	Buy	+378	New	+$5.35K	﹤0.01%	1650

Other funds holding SBRA

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return