Bright Futures Wealth Management, LLC. SBRA SABRA HEALTH CARE REIT INC

Ownership history in Bright Futures Wealth Management, LLC.  ·  8 quarters on record

AI Ownership Summary

Bright Futures Wealth Management, LLC. reported SABRA HEALTH CARE REIT INC (SBRA) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.33% in 2024 Q3. The latest visible filing shows SBRA at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SBRA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bright Futures Wealth Management, LLC.'s position in SABRA HEALTH CARE REIT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SBRA was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bright Futures Wealth Management, LLC. held SBRA — position size vs. price
% of Fund (quarterly)    SBRA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 11,982 +5 +0.0% 0.16% $230K 2026-04-15 $20.20
2025 Q4 ADDED 11,977 +395 +3.4% 0.17% $227K 2026-02-05 $18.63
2025 Q3 REDUCED 11,582 -245 -2.1% 0.17% $216K 2025-11-12 $18.04
2025 Q1 ADDED 11,827 +1,513 +14.7% 0.23% $210K 2025-04-22 $16.56
2024 Q4 REDUCED 70.6% +2.7% 10,314 -24,762 -70.6% 0.15% $171K 2025-01-30 $15.21
2024 Q3 REDUCED 35,076 -294 -0.8% 0.33% $687K 2024-10-31 $17.32
2024 Q2 REDUCED 35,370 -877 -2.4% 0.31% $581K 2024-08-07 $14.60
2024 Q1 INITIATED 36,247 0.30% $548K 2024-06-28 $13.49

FAQ About Bright Futures Wealth Management, LLC. and SBRA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bright Futures Wealth Management, LLC. reported owning SBRA?

Bright Futures Wealth Management, LLC. reported SBRA across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SBRA position in Bright Futures Wealth Management, LLC.'s portfolio?

The largest reported portfolio weight for SBRA was 0.33% in 2024 Q3.

What is the latest reported SBRA position on this page?

The most recent filing on this page is 2026 Q1, when Bright Futures Wealth Management, LLC. reported 11,982 shares, equal to 0.16% of portfolio, with an estimated market value of $230K.

What does the chart on this SBRA ownership page compare?

The chart compares Bright Futures Wealth Management, LLC.'s quarterly SBRA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bright Futures Wealth Management, LLC. time their SBRA position?

Based on 13F filing dates vs. subsequent SBRA price moves, Bright Futures Wealth Management, LLC. correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on SBRA relative to SPY over the holding period was +7.6%.

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