Position in SBRA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$270,219
-$30,245 QoQ
Shares Held
14,052
-11.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBRA Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026EP Wealth Advisors, LLC holds $63,702,567 across 5 REIT - Healthcare Facilities names.
All Filings in SBRA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $270,219 | 14,052 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $300,464 | 15,864 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $296,091 | 16,057 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $273,091 | 15,632 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $214,438 | 12,381 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $232,048 | 12,469 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||