Position in CTRE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,620,735
+$253,166 QoQ
Shares Held
44,222
+16.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 15%
Shared 2%
None 82%
Common Shares in CTRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Cerity Partners LLC holds $85,868,201 across 14 REIT - Healthcare Facilities names. CTRE ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
247,551 | $48,943,306 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
366,110 | $16,042,938 | |
| 3 | VTR |
Ventas, Inc.
|
97,890 | $8,005,443 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
219,070 | $3,599,319 | |
| 5 | MPT |
Medical Properties Trust Inc
|
457,680 | $2,119,058 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
107,996 | $1,834,851 | |
| 7 | CTRE |
CareTrust REIT, Inc.
This page
|
44,222 | $1,620,735 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
23,026 | $1,085,905 |
All Filings in CTRE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,620,735 | 44,222 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,367,569 | 37,820 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,065,161 | 30,714 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $1,121,184 | 36,640 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $255,333 | 8,934 | Shares | Sole | 2025-04-30 | |
| 2023-03-31 | $46,698 | 2,385 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||