Position in CTRE
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$6,509,553
+$528,798 QoQ
Shares Held
177,614
+7.4% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 7.581046539124168.ToString("F0")%
Shared 0.ToString("F0")%
None 92.41895346087583.ToString("F0")%
Common Shares in CTRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $288,974,194 across 15 REIT - Healthcare Facilities names. CTRE ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
451,343 | $89,235,024 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
5,398,936 | $88,704,518 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
681,980 | $32,162,176 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
690,920 | $30,276,114 | |
| 5 | VTR |
Ventas, Inc.
|
209,926 | $17,167,748 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
311,433 | $7,374,733 | |
| 7 | CTRE |
CareTrust REIT, Inc.
This page
|
177,614 | $6,509,553 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
322,821 | $5,484,728 |
All Filings in CTRE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,509,553 | 177,614 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,980,755 | 165,397 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,749,181 | 165,778 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,920,633 | 160,805 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,677,531 | 128,675 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,527,065 | 93,422 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,543,296 | 82,414 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,685,640 | 67,157 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,367,571 | 56,117 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,225,349 | 54,752 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,072,396 | 52,312 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $777,101 | 39,129 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $701,453 | 35,825 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $725,623 | 39,054 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $659,167 | 36,398 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $658,326 | 35,701 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $662,858 | 34,345 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,051,253 | 46,047 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $508,142 | 25,007 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $561,933 | 24,190 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $670,421 | 28,792 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $386,109 | 17,408 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $284,613 | 15,994 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $225,482 | 13,140 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||