Position in CTRE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$31,559,388
+$5,116,267 QoQ
Shares Held
782,141
+8.4% QoQ
Ownership
0.331%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#51
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CTRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $5,101,527,919 across 14 REIT - Healthcare Facilities names. CTRE ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,814,621 | $2,227,624,526 | |
| 2 | VTR |
Ventas, Inc.
|
13,969,657 | $1,240,505,541 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
24,706,070 | $482,015,424 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
8,917,875 | $465,067,179 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
16,760,575 | $358,676,304 | |
| 6 | NHI |
National Health Investors Inc
|
1,977,094 | $150,773,187 | |
| 7 | NHP |
National Healthcare Properties, Inc.
|
4,927,274 | $72,184,563 | |
| 8 | OHI |
Omega Healthcare Investors Inc
|
738,980 | $35,234,565 |
All Filings in CTRE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,559,388 | 782,141 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $26,443,121 | 721,504 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $48,044,344 | 1,328,660 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $42,849,186 | 1,235,559 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $29,080,709 | 950,350 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $30,468,937 | 1,066,093 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $27,991,718 | 1,034,814 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $25,870,123 | 838,306 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $19,996,742 | 796,683 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $18,473,995 | 758,063 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $14,864,168 | 664,172 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $11,677,374 | 569,628 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $11,642,984 | 586,253 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $12,350,808 | 630,787 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $11,706,235 | 630,045 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $11,343,415 | 626,362 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $12,477,388 | 676,648 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $14,285,570 | 740,185 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $19,224,549 | 842,074 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $19,446,260 | 957,001 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $24,166,539 | 1,040,316 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $17,577,240 | 754,874 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $15,605,870 | 703,601 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $13,382,836 | 752,056 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $13,619,788 | 793,694 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $13,351,731 | 902,754 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||