Position in SBRA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,359,220
+$3,852 QoQ
Shares Held
69,668
-1.2% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#169
of 460 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SBRA Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $134,826,940 across 14 REIT - Healthcare Facilities names. SBRA ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
336,691 | $76,418,753 | |
| 2 | VTR |
Ventas, Inc.
|
179,344 | $15,925,746 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
247,865 | $11,818,201 | |
| 4 | XRN |
Chiron Real Estate Inc.
|
267,266 | $10,027,819 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
297,250 | $6,361,148 | |
| 6 | UHT |
Universal Health Realty Income Trust
|
94,934 | $4,163,804 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
97,892 | $3,949,941 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
127,810 | $2,577,927 |
All Filings in SBRA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,359,220 | 69,668 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,355,368 | 70,482 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,346,879 | 71,113 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,351,902 | 72,527 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,284,087 | 69,636 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $785,310 | 44,952 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $650,123 | 37,536 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,328,410 | 501,258 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,463,345 | 614,503 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,281,511 | 628,403 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $9,592,679 | 672,227 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $8,419,605 | 603,989 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,783,979 | 576,379 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,573,917 | 571,645 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $786,892 | 63,306 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $9,157,233 | 697,960 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,752,106 | 698,075 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $8,650,046 | 580,930 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,040,879 | 520,006 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,250,008 | 152,854 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $345,598 | 18,989 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $187,451 | 10,798 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $181,793 | 10,466 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $161,948 | 11,744 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $157,632 | 10,924 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $277,345 | 25,398 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||