Position in CTRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$67,909
+$22,097 QoQ
Shares Held
1,683
+34.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#403
of 514 holders
Holding Since
Mar 2024
10 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, 2026Heritage Wealth Advisors holds $155,380 across 5 REIT - Healthcare Facilities names. CTRE ranks #1 (43.7% of the industry book) .
All Filings in CTRE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,909 | 1,683 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $45,812 | 1,250 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $36,160 | 1,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $34,680 | 1,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,420 | 700 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,006 | 700 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $16,230 | 600 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $16,448 | 533 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,378 | 533 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $12,989 | 533 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||