PRINCIPAL SECURITIES, INC.
Broker-DealerPosition in CTRE — CareTrust REIT, Inc.
CIK 12600
DES MOINES, IA
Position in CTRE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$533,507
+$173,458 QoQ
Shares Held
13,222
+34.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#291
of 510 holders
Holding Since
Dec 2023
11 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, 2026PRINCIPAL SECURITIES, INC. holds $6,410,396 across 4 REIT - Healthcare Facilities names. CTRE ranks #4 (8.3% of the industry book) .
All Filings in CTRE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,507 | 13,222 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $360,049 | 9,824 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $300,815 | 8,319 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $231,974 | 6,689 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $163,801 | 5,353 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $16,805 | 588 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $15,905 | 588 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $18,361 | 595 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $13,554 | 540 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,966 | 450 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,071 | 450 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||