IBEX WEALTH ADVISORS

Position in CTRE — CareTrust REIT, Inc.

CIK 1686242 BEDMINSTER, NJ

Position in CTRE

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$9,213,553

+$767,952 QoQ

Shares Held

251,393

+7.6% QoQ

Ownership

0.106%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 12.970528216776122.ToString("F0")% Shared 0.ToString("F0")% None 87.02947178322388.ToString("F0")%

Real Estate · as of Mar 31, 2026

IBEX WEALTH ADVISORS holds $10,737,961 across 3 REIT - Healthcare Facilities names. CTRE ranks #1 (85.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTRE	CareTrust REIT, Inc. This page	251,393	$9,213,553
2	WELL	Welltower Inc.	5,571	$1,101,442
3	VTR	Ventas, Inc.	5,172	$422,966

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,213,553	251,393	+7.6%	Shares	Sole	2026-04-30
2025-12-31	$8,445,601	233,562	+1.5%	Shares	Sole	2026-02-17
2025-09-30	$7,979,243	230,082	+1.6%	Shares	Sole	2025-11-12
2025-06-30	$6,931,665	226,525	—	Shares	Sole	2025-08-07
No filing history on record for this holder in this stock.