Position in CTRE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$298,509
-$18,880 QoQ
Shares Held
7,398
-14.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#346
of 514 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CTRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026EP Wealth Advisors, LLC holds $63,702,567 across 5 REIT - Healthcare Facilities names. CTRE ranks #3 (0.5% of the industry book) .
All Filings in CTRE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,509 | 7,398 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $317,389 | 8,660 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $401,339 | 11,099 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $411,233 | 13,439 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||