Strategic Wealth Partners, Ltd.
Position in CTRE — CareTrust REIT, Inc.
CIK 1720777
INDEPENDENCE, OH
Position in CTRE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,392
+$769 QoQ
Shares Held
208
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#454
of 514 holders
Holding Since
Jun 2025
5 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, 2026Strategic Wealth Partners, Ltd. holds $779,644 across 8 REIT - Healthcare Facilities names. CTRE ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,687 | $382,898 | |
| 2 | 9,483 | $287,903 | |||
| 3 | AHR |
American Healthcare REIT, Inc.
|
1,295 | $67,534 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
422 | $20,120 | |
| 5 | VTR |
Ventas, Inc.
|
100 | $8,880 | |
| 6 | CTRE |
CareTrust REIT, Inc.
This page
|
208 | $8,392 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
145 | $2,924 | |
| 8 | MPT |
Medical Properties Trust Inc
|
215 | $993 |
All Filings in CTRE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,392 | 208 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,623 | 208 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,521 | 208 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $7,213 | 208 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,364 | 208 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||