Position in CTRE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$223,215
-$4,161 QoQ
Shares Held
5,532
-10.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#371
of 510 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in CTRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026TRUST POINT INC. holds $571,840 across 2 REIT - Healthcare Facilities names. CTRE ranks #2 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,536 | $348,625 | |
| 2 | CTRE |
CareTrust REIT, Inc.
This page
|
5,532 | $223,215 |
All Filings in CTRE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,215 | 5,532 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $227,376 | 6,204 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $244,513 | 6,762 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $247,476 | 7,136 | Shares | Sole | 2025-10-10 | |
| 2024-12-31 | $317,917 | 11,753 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $577,976 | 18,729 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||