Position in CTRE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,193,904
+$328,498 QoQ
Shares Held
79,155
+1.2% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#170
of 510 holders
Holding Since
Sep 2024
8 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, 2026BENJAMIN EDWARDS INC holds $9,884,335 across 6 REIT - Healthcare Facilities names. CTRE ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
24,629 | $5,590,043 | |
| 2 | CTRE |
CareTrust REIT, Inc.
This page
|
79,155 | $3,193,904 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
9,104 | $474,772 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
14,246 | $304,864 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
5,151 | $245,599 | |
| 6 | MPT |
Medical Properties Trust Inc
|
16,267 | $75,153 |
All Filings in CTRE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,193,904 | 79,155 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $2,865,406 | 78,183 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,804,497 | 77,558 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $2,676,533 | 77,178 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $2,359,688 | 77,114 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,575,258 | 90,107 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,334,766 | 86,313 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,229,573 | 72,248 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||