Position in SBRA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,194,006
+$1,359,360 QoQ
Shares Held
471,246
+15.7% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 462 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SBRA Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $211,612,749 across 10 REIT - Healthcare Facilities names. SBRA ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
615,146 | $139,619,682 | |
| 2 | VTR |
Ventas, Inc.
|
439,814 | $39,055,481 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
647,455 | $13,855,534 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
This page
|
471,246 | $9,194,006 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
98,558 | $4,699,244 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
57,599 | $2,324,119 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
46,771 | $943,369 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
14,195 | $740,268 |
All Filings in SBRA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,194,006 | 471,246 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $7,834,646 | 407,418 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,408,555 | 338,361 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $51,961,887 | 2,787,655 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $47,500,866 | 2,575,969 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $13,078,180 | 748,608 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,432,710 | 717,824 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,237,154 | 66,478 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,776,127 | 115,333 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $403,825 | 27,341 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $381,521 | 26,736 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $365,003 | 26,184 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $305,454 | 25,952 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $431,858 | 37,553 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $389,629 | 31,346 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $467,005 | 35,595 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $656,197 | 46,972 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $420,222 | 28,222 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $396,624 | 29,293 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $21,021,203 | 1,428,071 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $28,343,602 | 1,557,341 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $20,575,018 | 1,185,197 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $21,340,588 | 1,228,589 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,541,975 | 474,400 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,713,037 | 395,914 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $2,052,237 | 187,934 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||