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Sabra Healthcare REIT

342 hedge funds and large institutions have $3.15B invested in Sabra Healthcare REIT in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 126 increasing their positions, 110 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $1.27M

15% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 110

4% more capital invested

Capital invested by funds: $3.03B → $3.15B (+$117M)

0.33% more ownership

Funds ownership: 91.83%92.16% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 359342 (-17)

22% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 49

Holders
342
Holders Change
-17
Holders Change %
-4.74%
% of All Funds
4.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
38
Increased
126
Reduced
110
Closed
49
Calls
$4.51M
Puts
$1.27M
Net Calls
+$3.24M
Net Calls Change
+$362K
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
51
Leisure Capital Management
California
$6.99M
Asset Management One
52
Asset Management One
Japan
$6.75M +$547K +39,517 +9%
Swiss National Bank
53
Swiss National Bank
Switzerland
$6.73M
LCM
54
LDR Capital Management
New York
$6.41M -$14.1K -1,016 -0.2%
AIG
55
American International Group
New York
$6.18M -$100K -7,241 -2%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$6.01M +$1.43M +103,413 +34%
CS
57
Credit Suisse
Switzerland
$5.75M -$34.4K -2,483 -0.6%
State of New Jersey Common Pension Fund D
58
State of New Jersey Common Pension Fund D
New Jersey
$5.48M +$383K +27,659 +8%
Ameriprise
59
Ameriprise
Minnesota
$5.46M +$1.17M +84,663 +30%
WCM
60
Wedge Capital Management
North Carolina
$5.27M -$167K -12,062 -3%
GCM
61
Greenland Capital Management
New York
$5.15M +$1.09M +78,424 +29%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$4.86M -$973K -70,239 -18%
BNP Paribas Asset Management
63
BNP Paribas Asset Management
France
$4.71M +$1.72M +123,966 +64%
ERSOT
64
Employees Retirement System of Texas
Texas
$4.46M +$2.79M +201,630 +202%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$4.32M +$14.4K +1,038 +0.4%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$4.29M +$10.5K +761 +0.3%
Wells Fargo
67
Wells Fargo
California
$4.19M -$761K -54,976 -16%
OTPPB
68
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.08M +$2.39M +172,472 +166%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.02M +$120K +8,634 +3%
Nomura Asset Management
70
Nomura Asset Management
Japan
$4.01M +$126K +9,100 +3%
Sumitomo Mitsui Trust Group
71
Sumitomo Mitsui Trust Group
Japan
$3.87M -$12.3M -886,675 -77%
Macquarie Group
72
Macquarie Group
Australia
$3.84M +$40K +2,892 +1%
Schroder Investment Management Group
73
Schroder Investment Management Group
United Kingdom
$3.82M -$93.2K -6,731 -3%
VOYA Investment Management
74
VOYA Investment Management
Georgia
$3.73M +$842K +60,799 +32%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$3.69M -$109K -7,892 -3%

SBRA Hedge Fund Activity: Q1 2024 in Review

342 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sabra Healthcare REIT (SBRA) for Q1 2024, worth a combined $3.15B — up 3.9% from $3.03B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SBRA and 38 opened new positions — a net loss of 11 holders — while 110 trimmed existing stakes and 126 added.

The largest buyer was JP Morgan Chase, adding an estimated $49.3M. The largest seller was Morgan Stanley, cutting an estimated $29.1M.

  • 342 institutional investors held Sabra Healthcare REIT (SBRA) as of Q1 2024, down from 359 in Q4 2023.
  • Funds reported $3.15B of Sabra Healthcare REIT stock for Q1 2024, up 3.9% quarter-over-quarter.
  • 38 funds opened new Sabra Healthcare REIT positions in Q1 2024 and 49 closed out, a net change of -11 holders.
  • The largest Sabra Healthcare REIT buyer in Q1 2024 was JP Morgan Chase, an estimated $49.3M added.
  • The largest Sabra Healthcare REIT seller in Q1 2024 was Morgan Stanley, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2024.