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CAPTRUST FINANCIAL ADVISORS: SBRA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on SBRA, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 65,697 SBRA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,697 shares
    Change vs previous 13F +5,201 shares

    <0.01% of the 13F portfolio, value $1,281,744.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 60,496 shares
    Change vs previous 13F -9,259 shares

    <0.01% of the 13F portfolio, value $1,163,339.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 69,755 shares
    Change vs previous 13F +4,007 shares

    <0.01% of the 13F portfolio, value $1,321,166.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 65,748 shares
    Change vs previous 13F +5,377 shares

    <0.01% of the 13F portfolio, value $1,225,543.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 60,371 shares
    Change vs previous 13F +10,235 shares

    <0.01% of the 13F portfolio, value $1,113,242.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 50,136 shares
    Change vs previous 13F +2,089 shares

    <0.01% of the 13F portfolio, value $875,876.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 48,047 shares
    Change vs previous 13F -2,570 shares

    <0.01% of the 13F portfolio, value $832,180.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 50,617 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $941,985.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).