Position in CTRE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,909,414
+$725,477 QoQ
Shares Held
133,954
-1.2% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in CTRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Informed Momentum Co LLC holds $5,942,988 across 1 REIT - Healthcare Facilities name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHC |
Diversified Healthcare Trust
|
639,031 | $5,942,988 |
All Filings in CTRE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,909,414 | 133,954 | Shares | Sole | 2026-05-13 | |
| 2024-09-30 | $4,183,937 | 135,578 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||