Position in CTRE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,349
+$308 QoQ
Shares Held
83
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#472
of 514 holders
Holding Since
Jun 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CTRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $2,359,306 across 11 REIT - Healthcare Facilities names. CTRE ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
3,823 | $867,706 | |
| 2 | VTR |
Ventas, Inc.
|
7,973 | $708,002 | |
| 3 | HR |
Healthcare Realty Trust Inc
|
28,042 | $565,607 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
9,483 | $202,936 | |
| 5 | CTRE |
CareTrust REIT, Inc.
This page
|
83 | $3,349 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
171 | $3,336 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
69 | $3,289 | |
| 8 | XRN |
Chiron Real Estate Inc.
|
56 | $2,101 |
All Filings in CTRE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,349 | 83 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $3,041 | 83 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $4,230 | 117 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $4,057 | 117 | Shares | Defined | 2025-10-27 | |
| 2021-06-30 | $1,904 | 82 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||