Position in CTRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,682,876
+$62,141 QoQ
Shares Held
41,707
-5.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#206
of 515 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in CTRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $96,958,160 across 10 REIT - Healthcare Facilities names. CTRE ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
243,378 | $55,239,503 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
368,352 | $17,563,022 | |
| 3 | VTR |
Ventas, Inc.
|
100,196 | $8,897,404 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
242,389 | $5,187,123 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
194,551 | $3,924,092 | |
| 6 | MPT |
Medical Properties Trust Inc
|
515,086 | $2,379,695 | |
| 7 | CTRE |
CareTrust REIT, Inc.
This page
|
41,707 | $1,682,876 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
52,210 | $1,018,616 |
All Filings in CTRE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,682,876 | 41,707 | Shares | Other | 2026-08-14 | |
| 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. | ||||||