Position in CTRE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,911,339
-$185,260 QoQ
Shares Held
47,369
-17.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#198
of 514 holders
Holding Since
Jun 2024
9 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, 2026Janney Montgomery Scott LLC holds $55,638,302 across 12 REIT - Healthcare Facilities names. CTRE ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
1,017,422 | $21,772,830 | |
| 2 | WELL |
Welltower Inc.
|
68,059 | $15,447,351 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
86,950 | $4,145,776 | |
| 4 | VTR |
Ventas, Inc.
|
35,524 | $3,154,531 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
59,443 | $3,099,952 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
135,688 | $2,647,272 | |
| 7 | CTRE |
CareTrust REIT, Inc.
This page
|
47,369 | $1,911,339 | |
| 8 | NHI |
National Health Investors Inc
|
19,007 | $1,449,473 |
All Filings in CTRE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,911,339 | 47,369 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,096,599 | 57,206 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,587,935 | 71,569 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,398,471 | 40,325 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,254,324 | 40,991 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,201,874 | 42,053 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,008,883 | 37,297 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,115,033 | 36,132 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $963,739 | 38,396 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||