AI Holders Summary · Q2 2026

487 institutions reported SBRA in Q2 2026. BlackRock, Inc. leads at 23.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$812M41.6M0.01%Q2 2026 02

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$482M24.7M0.24%Q2 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$456M23.4M0.02%Q2 2026 04

STATE STREET CORP

CIK 0000093751

$240M12.3M0.01%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$221M11.3M0.00%Q2 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$154M7.9M0.01%Q2 2026 07

CENTERSQUARE INVESTMENT MANAGEMENT LLC

CIK 0001725296

$113M5.8M0.97%Q2 2026 08

BANK OF AMERICA CORP /DE/

CIK 0000070858

$103M5.3M0.01%Q2 2026 09

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$94M4.8M0.01%Q2 2026 10

Nuveen, LLC

CIK 0001871926

$87M4.5M0.02%Q2 2026 11

LASALLE INVESTMENT MANAGEMENT SECURITIES LLC

CIK 0001085601

$83M4.3M2.97%Q2 2026 12

NORTHERN TRUST CORP

CIK 0000073124· Index

$75M3.9M0.01%Q2 2026 13

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$71M3.7M0.01%Q2 2026 14

GOLDMAN SACHS GROUP INC

CIK 0000886982

$67M3.4M0.01%Q2 2026 15

Sumitomo Mitsui Trust Group, Inc.

CIK 0001475365

$67M3.4M0.04%Q2 2026 16

DUFF & PHELPS INVESTMENT MANAGEMENT CO

CIK 0000765443

$65M3.3M0.61%Q2 2026 17

NORGES BANK

CIK 0001374170· Sovereign

$65M3.3M0.01%Q2 2026 18

JPMORGAN CHASE & CO

CIK 0000019617

$63M3.2M0.00%Q2 2026 19

Bank of New York Mellon Corp

CIK 0001390777

$63M3.2M0.01%Q2 2026 20

FMR LLC

CIK 0000315066

$58M3.0M0.00%Q2 2026

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