Position in CTRE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,298,289
+$1,099,084 QoQ
Shares Held
35,424
+543.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
6 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 Mar 31, 2026Horizon Investments, LLC holds $16,403,883 across 10 REIT - Healthcare Facilities names. CTRE ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
160,983 | $7,054,275 | |
| 2 | WELL |
Welltower Inc.
|
25,027 | $4,948,088 | |
| 3 | CTRE |
CareTrust REIT, Inc.
This page
|
35,424 | $1,298,289 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
38,133 | $733,297 | |
| 5 | UHT |
Universal Health Realty Income Trust
|
17,018 | $688,718 | |
| 6 | LTC |
Ltc Properties Inc
|
18,154 | $674,602 | |
| 7 | VTR |
Ventas, Inc.
|
8,158 | $667,161 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
11,848 | $194,662 |
All Filings in CTRE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,298,289 | 35,424 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $199,205 | 5,509 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,933,266 | 113,416 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,658,550 | 54,201 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $1,271 | 47 | Shares | Sole | 2025-02-10 | |
| 2023-12-31 | $246 | 11 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||