Position in SBRA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$204,542
New position
Shares Held
10,484
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#320
of 460 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026HB Wealth Management, LLC holds $7,898,326 across 7 REIT - Healthcare Facilities names. SBRA ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
18,444 | $4,186,234 | |
| 2 | VTR |
Ventas, Inc.
|
17,724 | $1,573,891 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
36,419 | $779,366 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
23,006 | $464,031 | |
| 5 | MPT |
Medical Properties Trust Inc
|
74,998 | $346,490 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
7,210 | $343,772 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
This page
|
10,484 | $204,542 |
All Filings in SBRA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,542 | 10,484 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||