NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in CTRE — CareTrust REIT, Inc.
CIK 1109767
CEDAR RAPIDS, IA
Position in CTRE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$448,328
+$50,969 QoQ
Shares Held
11,111
+2.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#307
of 510 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CTRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $3,652,009 across 2 REIT - Healthcare Facilities names. CTRE ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
14,115 | $3,203,681 | |
| 2 | CTRE |
CareTrust REIT, Inc.
This page
|
11,111 | $448,328 |
All Filings in CTRE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,328 | 11,111 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $397,359 | 10,842 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $395,301 | 10,932 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $376,278 | 10,850 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $340,669 | 11,133 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $317,838 | 11,121 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $270,202 | 9,989 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $277,956 | 9,007 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||