Position in CTRE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,510,811
+$1,297,258 QoQ
Shares Held
260,491
+3.6% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#99
of 514 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in CTRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026IBEX WEALTH ADVISORS holds $12,204,852 across 3 REIT - Healthcare Facilities names. CTRE ranks #1 (86.1% of the industry book) .
All Filings in CTRE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,510,811 | 260,491 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,213,553 | 251,393 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,445,601 | 233,562 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,979,243 | 230,082 | 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. | ||||||