Position in SBRA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$200,837
-$38,753 QoQ
Shares Held
10,444
-17.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
12 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, 2026Arkadios Wealth Advisors holds $8,080,428 across 6 REIT - Healthcare Facilities names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
16,507 | $3,746,592 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
50,350 | $2,625,752 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
25,463 | $544,908 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
9,670 | $461,065 | |
| 5 | VTR |
Ventas, Inc.
|
5,049 | $448,350 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
6,289 | $253,761 |
All Filings in SBRA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,837 | 10,444 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $239,590 | 12,650 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $278,667 | 14,950 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $265,996 | 14,425 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $254,922 | 14,592 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $267,767 | 15,460 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $374,954 | 20,148 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $304,673 | 19,784 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $189,662 | 13,291 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $197,069 | 14,137 | Shares | Sole | 2023-10-13 | |
| 2021-03-31 | $6,405 | 369 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $6,305 | 363 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||