Who owns SBRA (SBRA)
Which tracked institutional funds hold SBRA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SBRA company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
98 tracked funds added or opened SBRA while 75 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SBRA’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SBRA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SBRA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 458 tracked filers holding SBRA, 253 increased or opened the position and 183 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SBRA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 26
- VANGUARD PORTFOLIO MANAGEMENT LLC$445M
- VANGUARD CAPITAL MANAGEMENT LLC$216M
- VANGUARD FIDUCIARY TRUST CO$31M
- RUSH ISLAND MANAGEMENT, LP$31M
- BROOKFIELD Corp /ON/$10M
- ExodusPoint Capital Management, LP$9M
Full exits 19
- VANGUARD GROUP INC$661M
- Gillson Capital LP$21M
- LBP AM SA$14M
- Verition Fund Management LLC$12M
- VIRGINIA RETIREMENT SYSTEMS ET Al$6M
- Apollo Management Holdings, L.P.$6M
Largest adds
- JPMORGAN CHASE & CO$110M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$53M
- TWO SIGMA INVESTMENTS, LP$45M
- GOLDMAN SACHS GROUP INC$25M
- CENTERSQUARE INVESTMENT MANAGEMENT LLC$24M
- HRT FINANCIAL LP$19M
Largest trims
- BlackRock, Inc.$93M
- APG Asset Management US Inc.$45M
- LSV ASSET MANAGEMENT$44M
- BARCLAYS PLC$42M
- Engineers Gate Manager LP$41M
- BALYASNY ASSET MANAGEMENT L.P.$36M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 32,985,495 | $634M | 11.9% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 25,052,121 | $482M | 9.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 23,143,248 | $445M | 8.3% | 2026-Q1 |
| STATE STREET CORP added | 12,099,951 | $233M | 4.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 11,230,748 | $216M | 4.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 8,201,220 | $159M | 3.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 7,450,769 | $143M | 2.7% | 2026-Q1 |
| Nuveen, LLC trimmed | 6,673,284 | $128M | 2.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 5,409,161 | $104M | 1.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,773,303 | $92M | 1.7% | 2026-Q1 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC added | 3,877,810 | $75M | 1.4% | 2026-Q1 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC added | 3,824,622 | $74M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 3,823,172 | $74M | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 3,733,941 | $72M | 1.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,725,337 | $72M | 1.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 3,301,139 | $63M | 1.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 3,208,600 | $62M | 1.2% | 2026-Q1 |
| FMR LLC trimmed | 2,888,573 | $56M | 1.0% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 2,828,445 | $54M | 1.0% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 2,799,324 | $54M | 1.0% | 2026-Q1 |
| NORGES BANK trimmed | 3,019,952 | $53M | 1.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 2,508,362 | $48M | 0.9% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 2,414,646 | $47M | 0.9% | 2026-Q1 |
| Advisors Capital Management, LLC added | 2,436,084 | $47M | 0.9% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 2,389,003 | $46M | 0.9% | 2026-Q1 |
| Engineers Gate Manager LP trimmed | 2,364,334 | $45M | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,242,243 | $43M | 0.8% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 2,154,881 | $41M | 0.8% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,915,712 | $37M | 0.7% | 2026-Q1 |
| UBS Group AG added | 1,636,673 | $31M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,634,234 | $31M | 0.6% | 2026-Q1 |
| RUSH ISLAND MANAGEMENT, LP added | 1,598,287 | $31M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,584,982 | $30M | 0.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,558,853 | $30M | 0.6% | 2026-Q1 |
| Freestone Grove Partners LP trimmed | 1,467,693 | $28M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,403,011 | $27M | 0.5% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,342,738 | $26M | 0.5% | 2026-Q1 |
| Retirement Systems of Alabama added | 1,189,217 | $23M | 0.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,196,014 | $23M | 0.4% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 1,150,000 | $22M | 0.4% | 2026-Q1 |
| Swedbank AB | 1,106,800 | $21M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,104,430 | $21M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 1,064,713 | $20M | 0.4% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 951,000 | $18M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 932,058 | $18M | 0.3% | 2026-Q1 |
| Sound Income Strategies, LLC added | 918,252 | $18M | 0.3% | 2026-Q1 |
| H/2 CREDIT MANAGER LP | 900,000 | $17M | 0.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 894,339 | $17M | 0.3% | 2026-Q1 |
| Allianz Asset Management GmbH added | 835,733 | $16M | 0.3% | 2026-Q1 |
| ALGERT GLOBAL LLC trimmed | 816,270 | $16M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 800,519 | $15M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 778,957 | $15M | 0.3% | 2026-Q1 |
| Aberdeen Group plc trimmed | 775,900 | $15M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 750,633 | $14M | 0.3% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 740,497 | $14M | 0.3% | 2026-Q1 |
| STRS OHIO trimmed | 729,700 | $14M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 658,822 | $13M | 0.2% | 2026-Q1 |
| Leisure Capital Management added | 658,807 | $13M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 653,151 | $13M | 0.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 628,780 | $12M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 627,374 | $12M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 622,962 | $12M | 0.2% | 2026-Q1 |
| Gilman Hill Asset Management, LLC trimmed | 603,170 | $12M | 0.2% | 2026-Q1 |
| APG Asset Management US Inc. trimmed | 579,512 | $11M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 587,253 | $11M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 560,245 | $11M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 544,221 | $10M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 540,860 | $10M | 0.2% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 529,044 | $10M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 505,580 | $10M | 0.2% | 2026-Q1 |
| BROOKFIELD Corp /ON/ new | 504,943 | $10M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 493,441 | $9M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 471,889 | $9M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 467,033 | $9M | 0.2% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 458,757 | $9M | 0.2% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 437,683 | $8M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 407,418 | $8M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 391,200 | $8M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 390,431 | $8M | 0.1% | 2026-Q1 |
| GSI Capital Advisors LLC added | 337,944 | $6M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 330,199 | $6M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 325,744 | $6M | 0.1% | 2026-Q1 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 325,613 | $6M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 298,653 | $6M | 0.1% | 2026-Q1 |
| Waterloo Capital, L.P. added | 297,136 | $6M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 296,407 | $6M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 294,008 | $6M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 287,522 | $6M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 34,912,434 | $661M | 12.4% | 2025-Q4 stale |
| Heitman Real Estate Securities LLC added | 1,234,266 | $23M | 0.4% | 2025-Q2 stale |
| Gillson Capital LP trimmed | 1,082,968 | $21M | 0.4% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 817,748 | $15M | 0.3% | 2025-Q3 stale |
| LBP AM SA new | 755,794 | $14M | 0.3% | 2025-Q4 stale |
| Verition Fund Management LLC added | 610,873 | $12M | 0.2% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 530,260 | $10M | 0.2% | 2025-Q2 stale |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. added | 381,329 | $7M | 0.1% | 2025-Q1 stale |
| Corebridge Financial, Inc. trimmed | 375,602 | $7M | 0.1% | 2025-Q1 stale |
| Y-Intercept (Hong Kong) Ltd added | 321,988 | $6M | 0.1% | 2025-Q3 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 310,150 | $6M | 0.1% | 2025-Q4 stale |
| Apollo Management Holdings, L.P. new | 291,870 | $6M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.