Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

458
Institutional holders
254,246,658
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed32,985,495$634M11.9%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added25,052,121$482M9.0%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new23,143,248$445M8.3%2026-Q1
STATE STREET CORP added12,099,951$233M4.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new11,230,748$216M4.0%2026-Q1
JPMORGAN CHASE & CO added8,201,220$159M3.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added7,450,769$143M2.7%2026-Q1
Nuveen, LLC trimmed6,673,284$128M2.4%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed5,409,161$104M1.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added4,773,303$92M1.7%2026-Q1
CENTERSQUARE INVESTMENT MANAGEMENT LLC added3,877,810$75M1.4%2026-Q1
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC added3,824,622$74M1.4%2026-Q1
NORTHERN TRUST CORP added3,823,172$74M1.4%2026-Q1
GOLDMAN SACHS GROUP INC added3,733,941$72M1.3%2026-Q1
DIMENSIONAL FUND ADVISORS LP added3,725,337$72M1.3%2026-Q1
Bank of New York Mellon Corp trimmed3,301,139$63M1.2%2026-Q1
Sumitomo Mitsui Trust Group, Inc. added3,208,600$62M1.2%2026-Q1
FMR LLC trimmed2,888,573$56M1.0%2026-Q1
DUFF & PHELPS INVESTMENT MANAGEMENT CO added2,828,445$54M1.0%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added2,799,324$54M1.0%2026-Q1
NORGES BANK trimmed3,019,952$53M1.0%2026-Q1
TWO SIGMA INVESTMENTS, LP added2,508,362$48M0.9%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added2,414,646$47M0.9%2026-Q1
Advisors Capital Management, LLC added2,436,084$47M0.9%2026-Q1
JANUS HENDERSON GROUP PLC trimmed2,389,003$46M0.9%2026-Q1
Engineers Gate Manager LP trimmed2,364,334$45M0.8%2026-Q1
MORGAN STANLEY trimmed2,242,243$43M0.8%2026-Q1
SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed2,154,881$41M0.8%2026-Q1
Invesco Ltd. trimmed1,915,712$37M0.7%2026-Q1
UBS Group AG added1,636,673$31M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new1,634,234$31M0.6%2026-Q1
RUSH ISLAND MANAGEMENT, LP added1,598,287$31M0.6%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed1,584,982$30M0.6%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added1,558,853$30M0.6%2026-Q1
Freestone Grove Partners LP trimmed1,467,693$28M0.5%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed1,403,011$27M0.5%2026-Q1
Legal & General Group Plc trimmed1,342,738$26M0.5%2026-Q1
Retirement Systems of Alabama added1,189,217$23M0.4%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed1,196,014$23M0.4%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed1,150,000$22M0.4%2026-Q1
Swedbank AB1,106,800$21M0.4%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed1,104,430$21M0.4%2026-Q1
HRT FINANCIAL LP added1,064,713$20M0.4%2026-Q1
LSV ASSET MANAGEMENT trimmed951,000$18M0.3%2026-Q1
D. E. Shaw & Co., Inc. added932,058$18M0.3%2026-Q1
Sound Income Strategies, LLC added918,252$18M0.3%2026-Q1
H/2 CREDIT MANAGER LP900,000$17M0.3%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed894,339$17M0.3%2026-Q1
Allianz Asset Management GmbH added835,733$16M0.3%2026-Q1
ALGERT GLOBAL LLC trimmed816,270$16M0.3%2026-Q1
AMERIPRISE FINANCIAL INC added800,519$15M0.3%2026-Q1
RHUMBLINE ADVISERS added778,957$15M0.3%2026-Q1
Aberdeen Group plc trimmed775,900$15M0.3%2026-Q1
FIRST TRUST ADVISORS LP added750,633$14M0.3%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC trimmed740,497$14M0.3%2026-Q1
STRS OHIO trimmed729,700$14M0.3%2026-Q1
Russell Investments Group, Ltd. trimmed658,822$13M0.2%2026-Q1
Leisure Capital Management added658,807$13M0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed653,151$13M0.2%2026-Q1
MACKENZIE FINANCIAL CORP added628,780$12M0.2%2026-Q1
CITADEL ADVISORS LLC added627,374$12M0.2%2026-Q1
California Public Employees Retirement System trimmed622,962$12M0.2%2026-Q1
Gilman Hill Asset Management, LLC trimmed603,170$12M0.2%2026-Q1
APG Asset Management US Inc. trimmed579,512$11M0.2%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added587,253$11M0.2%2026-Q1
Point72 Asset Management, L.P. added560,245$11M0.2%2026-Q1
SEI INVESTMENTS CO added544,221$10M0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed540,860$10M0.2%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added529,044$10M0.2%2026-Q1
HSBC HOLDINGS PLC trimmed505,580$10M0.2%2026-Q1
BROOKFIELD Corp /ON/ new504,943$10M0.2%2026-Q1
Swiss National Bank added493,441$9M0.2%2026-Q1
Thrivent Financial for Lutherans trimmed471,889$9M0.2%2026-Q1
ExodusPoint Capital Management, LP added467,033$9M0.2%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB trimmed458,757$9M0.2%2026-Q1
Asset Management One Co., Ltd. trimmed437,683$8M0.2%2026-Q1
BANK OF MONTREAL /CAN/ added407,418$8M0.1%2026-Q1
NOMURA ASSET MANAGEMENT CO LTD added391,200$8M0.1%2026-Q1
FRANKLIN RESOURCES INC trimmed390,431$8M0.1%2026-Q1
GSI Capital Advisors LLC added337,944$6M0.1%2026-Q1
DEUTSCHE BANK AG\ added330,199$6M0.1%2026-Q1
CITIGROUP INC trimmed325,744$6M0.1%2026-Q1
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed325,613$6M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added298,653$6M0.1%2026-Q1
Waterloo Capital, L.P. added297,136$6M0.1%2026-Q1
CANADA LIFE ASSURANCE Co added296,407$6M0.1%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed294,008$6M0.1%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added287,522$6M0.1%2026-Q1
VANGUARD GROUP INC trimmed34,912,434$661M12.4%2025-Q4 stale
Heitman Real Estate Securities LLC added1,234,266$23M0.4%2025-Q2 stale
Gillson Capital LP trimmed1,082,968$21M0.4%2025-Q4 stale
Cubist Systematic Strategies, LLC added817,748$15M0.3%2025-Q3 stale
LBP AM SA new755,794$14M0.3%2025-Q4 stale
Verition Fund Management LLC added610,873$12M0.2%2025-Q4 stale
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added530,260$10M0.2%2025-Q2 stale
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. added381,329$7M0.1%2025-Q1 stale
Corebridge Financial, Inc. trimmed375,602$7M0.1%2025-Q1 stale
Y-Intercept (Hong Kong) Ltd added321,988$6M0.1%2025-Q3 stale
VIRGINIA RETIREMENT SYSTEMS ET Al trimmed310,150$6M0.1%2025-Q4 stale
Apollo Management Holdings, L.P. new291,870$6M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership