Position in CTRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$848,802
+$80,179 QoQ
Shares Held
21,036
+0.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#263
of 514 holders
Holding Since
Sep 2024
7 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 Jun 30, 2026World Investment Advisors holds $8,842,239 across 6 REIT - Healthcare Facilities names. CTRE ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
17,975 | $4,079,785 | |
| 2 | VTR |
Ventas, Inc.
|
24,434 | $2,169,739 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
21,299 | $1,015,536 | |
| 4 | CTRE |
CareTrust REIT, Inc.
This page
|
21,036 | $848,802 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
23,174 | $467,419 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
5,004 | $260,958 |
All Filings in CTRE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $848,802 | 21,036 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $768,623 | 20,972 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $801,245 | 23,104 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $697,618 | 22,798 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $650,965 | 22,777 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $581,195 | 21,486 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $406,549 | 13,174 | Shares | Sole | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||