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Sabra Healthcare REIT

379 hedge funds and large institutions have $4.2B invested in Sabra Healthcare REIT in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $6.99M | Put options by funds: $1.83M

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more capital invested

Capital invested by funds: $3.26B → $4.2B (+$937M)

28% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 111

7% more funds holding

Funds holding: 355379 (+24)

4.82% more ownership

Funds ownership: 91.57%96.39% (+4.8%)

Holders
379
Holders Change
+24
Holders Change %
+6.76%
% of All Funds
5.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
52
Increased
142
Reduced
111
Closed
26
Calls
$6.99M
Puts
$1.83M
Net Calls
+$5.17M
Net Calls Change
+$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
201
HighTower Advisors
Illinois
$547K +$125K +7,403 +33%
CIC
202
Cornercap Investment Counsel
Georgia
$532K -$529K -31,379 -52%
CFGS
203
Concourse Financial Group Securities
Alabama
$529K +$776 +46 +0.2%
Natixis Advisors
204
Natixis Advisors
Massachusetts
$528K +$29.3K +1,739 +7%
IF
205
Intrua Financial
Texas
$515K -$2.48K -147 -0.5%
NYLIM
206
New York Life Investment Management
New York
$510K -$144K -8,548 -24%
JWM
207
Jeppson Wealth Management
California
$510K +$1.69K +100 +0.4%
ECM
208
EMC Capital Management
Texas
$507K -$242K -14,369 -60%
PAG
209
Private Advisor Group
New Jersey
$502K -$12K -709 -3%
RJFSA
210
Raymond James Financial Services Advisors
Florida
$501K +$74.6K +4,422 +20%
SW
211
SteelPeak Wealth
California
$496K
HEIP
212
Hudson Edge Investment Partners
New Jersey
$490K -$70.5K -4,179 -14%
I
213
InceptionR
California
$488K +$203K +12,031 +85%
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
$488K +$53K +3,146 +14%
D.E. Shaw & Co
215
D.E. Shaw & Co
New York
$486K +$23.6K +1,402 +6%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$474K -$4.37K -259 -1%
CIS
217
Custom Index Systems
New York
$469K +$148K +8,768 +53%
CIM
218
Cambria Investment Management
California
$461K +$11.4K +676 +3%
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$460K
Creative Planning
220
Creative Planning
Kansas
$452K +$33.6K +1,992 +9%
DM
221
Deerfield Management
New York
$444K -$47.4K -2,812 -11%
Bank of Nova Scotia
222
Bank of Nova Scotia
Ontario, Canada
$424K -$32.6K -1,932 -8%
II
223
Inspire Investing
Idaho
$412K -$11.5K -680 -3%
ASFA
224
All Season Financial Advisors
Colorado
$411K +$372K +22,079 New
CWM
225
Congress Wealth Management
Massachusetts
$401K +$363K +21,550 New

SBRA Hedge Fund Activity: Q3 2024 in Review

379 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sabra Healthcare REIT (SBRA) for Q3 2024, worth a combined $4.2B — up 29% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SBRA positions and 26 closed out — a net gain of 26 holders — while 142 added to existing stakes and 111 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $115M. The largest seller was Janus Henderson Group, cutting an estimated $37.1M.

  • 379 institutional investors held Sabra Healthcare REIT (SBRA) as of Q3 2024, up from 355 in Q2 2024.
  • Funds reported $4.2B of Sabra Healthcare REIT stock for Q3 2024, up 29% quarter-over-quarter.
  • 52 funds opened new Sabra Healthcare REIT positions in Q3 2024 and 26 closed out, a net change of +26 holders.
  • The largest Sabra Healthcare REIT buyer in Q3 2024 was JP Morgan Chase, an estimated $115M added.
  • The largest Sabra Healthcare REIT seller in Q3 2024 was Janus Henderson Group, an estimated $37.1M sold.

Based on aggregated 13F filings for Q3 2024.