Steward Partners Investment Advisory, LLC
Holdings in CTRE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,223,403 | 255,072 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $8,589,542 | 247,680 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $7,541,767 | 246,463 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $5,304,676 | 185,608 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $4,899,187 | 181,116 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $5,383,989 | 174,465 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $4,342,776 | 173,019 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $4,129,935 | 169,468 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $448,495 | 20,040 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $66,215 | 3,230 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $26,572 | 1,338 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $25,121 | 1,283 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $23,838 | 1,283 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $39,950 | 2,206 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $38,834 | 2,106 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $145,965 | 7,563 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $229,327 | 10,045 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $418,937 | 20,617 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $271,256 | 11,677 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $631,396 | 27,116 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $244,223 | 11,011 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $17,795 | 1,000 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $7,722 | 450 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $6,655 | 450 | Shares | Sole | 2020-04-29 |