Position in SBRA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,216,975
+$31,311 QoQ
Shares Held
62,377
+1.2% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#180
of 460 holders
Holding Since
Sep 2025
4 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, 2026TRED AVON FAMILY WEALTH, LLC holds $1,918,761 across 2 REIT - Healthcare Facilities names. SBRA ranks #1 (63.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBRA |
Sabra Health Care REIT, Inc.
This page
|
62,377 | $1,216,975 | |
| 2 | VTR |
Ventas, Inc.
|
7,903 | $701,786 |
All Filings in SBRA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,216,975 | 62,377 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,185,664 | 61,657 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $973,364 | 51,392 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $978,730 | 52,507 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||