Position in SBRA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$509,806
-$54,284 QoQ
Shares Held
26,511
-11.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SBRA Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026CWM, LLC holds $34,826,550 across 17 REIT - Healthcare Facilities names. SBRA ranks #11 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
55,856 | $11,043,289 | |
| 2 | VTR |
Ventas, Inc.
|
119,930 | $9,807,875 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
72,330 | $3,411,082 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
62,883 | $2,755,533 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
127,657 | $2,168,892 | |
| 6 | MPT |
Medical Properties Trust Inc
|
332,963 | $1,541,618 | |
| 7 | NHI |
National Health Investors Inc
|
11,496 | $929,566 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
44,410 | $729,656 |
All Filings in SBRA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $509,806 | 26,511 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $564,090 | 29,783 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $510,754 | 27,401 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $294,025 | 15,945 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $226,847 | 12,985 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $220,362 | 12,723 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $28,529 | 1,533 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,742 | 243 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,376 | 364 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $24,844 | 1,741 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $24,813 | 1,780 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,519 | 384 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,646 | 404 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $18,570 | 1,494 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $9,866 | 752 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $9,052 | 648 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $7,593 | 510 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,559 | 189 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $3,294 | 181 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $3,142 | 181 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $3,143 | 181 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $2,495 | 181 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $2,611 | 181 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $1,976 | 181 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||