Mutual of America Capital Management 13F: Cuts SBRA Stake by $4.3M

Mutual of America Capital Management cut its holdings in Sabra Health Care REIT, Inc. SBRA by 216,485 shares during the quarter, according to a Form 13F filing with the SEC on October 23, 2026.

SBRA Sabra Health Care REIT, Inc.

$19.56 ▲ +6.77% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Mutual of America Capital Management's Sabra Health Care REIT Position

Mutual of America reduced its investment in Sabra Health Care REIT by a 70.5% margin during the period. The fund closed out the quarter with 90,548 shares remaining, down from 307,033 shares previously. The remaining stake held a value of $1,785,607 as of the filing date.

Other Institutional Activity in Sabra Health Care REIT

Other major institutional investors made large adjustments to their positions in Sabra Health Care REIT during the same reporting period. Principal Financial Group, Inc. trimmed its holdings by 345,715 shares, ending with 24,706,070 shares valued at $483,250,716. CenterSquare Investment Management LLC grew its position by 1,936,591 shares, closing the quarter with 5,814,427 shares worth approximately $113,730,189. Nuveen, LLC reduced its stake by 2,208,026 shares to hold 4,464,764 shares worth about $87,330,781.

Sabra Health Care REIT, Inc. Stock Up 3.5%

Sabra Health Care REIT shares recently traded around $19.56 as of October 24, 2026, which was about equal to its close of $19.56 on the filing date of October 23, 2026. The stock sits below its 50-day moving average of $19.97 and its 200-day moving average of $19.97. The share price is down about 14.1% from its 52-week high of $22.77 and up about 13.9% from its 52-week low of $17.17.

Recent Earnings

Sabra Health Care REIT reported $863,772,032 in trailing twelve-month revenue, alongside a net profit margin of 7.6% and a return on equity of 2.4%. The company generated $0.25 in earnings per share over the same trailing period. The next quarterly earnings report is scheduled for November 2, 2026.

Dividend

The real estate investment trust pays an annual dividend rate of $1.20 per share, giving it a dividend yield of 6.12%.

Insider Buying and Selling at Sabra Health Care REIT, Inc.

Chief Executive Officer Richard K Matros sold 200,000 shares on September 8, 2026, at an average price of $20.83, for a total value of $4,166,000.

Analysts Set New Price Targets

Wall Street firms have kept a steady hand on the stock recently. On August 31, 2026, Barclays maintained its Equal-Weight rating while raising its price target from $21.00 to $23.00. Baird also maintained a Neutral rating on August 31, 2026, lifting its target from $20.00 to $21.00. Later, on October 13, 2026, UBS maintained a Neutral rating and lowered its target from $21.00 to $20.00, while Barclays adjusted its target down from $23.00 to $21.00 while keeping an Equal-Weight rating. Wells Fargo maintained an Overweight rating on October 19, 2026, adjusting its target from $23.00 to $21.00. Overall, the stock holds a consensus buy rating with a mean price target of $22.36.

About Sabra Health Care REIT

Sabra Health Care REIT, Inc. is a self-administered real estate investment trust based in Tustin, California. The company acquires, owns, and manages healthcare real estate assets, including skilled nursing facilities, senior housing, and specialty hospitals across the United States and Canada.

Bottom Line

Investors will watch the upcoming earnings release on November 2, 2026, for fresh details on portfolio performance and financial results.