Position in SBRA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,489,685
+$42,320 QoQ
Shares Held
76,355
+1.4% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#160
of 462 holders
Holding Since
Jun 2020
17 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 Jun 30, 2026Creative Planning holds $111,699,538 across 16 REIT - Healthcare Facilities names. SBRA ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
231,196 | $52,474,556 | |
| 2 | VTR |
Ventas, Inc.
|
142,720 | $12,673,535 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
531,278 | $11,369,349 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
228,169 | $10,879,097 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
441,781 | $8,910,722 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
111,138 | $4,484,418 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
44,386 | $2,314,729 | |
| 8 | DHC |
Diversified Healthcare Trust
|
242,193 | $2,252,394 |
All Filings in SBRA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,489,685 | 76,355 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,447,365 | 75,266 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,340,421 | 70,772 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $914,925 | 49,084 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $648,627 | 35,175 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $524,222 | 30,007 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $476,455 | 27,509 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $451,925 | 24,284 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $343,296 | 22,292 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $322,059 | 21,805 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $327,438 | 22,946 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $333,792 | 23,945 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $242,308 | 20,587 | Shares | Sole | 2023-07-21 | |
| 2022-09-30 | $143,165 | 10,912 | Shares | Sole | 2022-11-03 | |
| 2020-12-31 | $193,606 | 11,146 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $175,381 | 12,718 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $194,559 | 13,483 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||