Position in CTRE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,887,209
+$117,234 QoQ
Shares Held
46,771
-3.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#198
of 510 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CTRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026WealthShield Partners, LLC holds $2,215,407 across 2 REIT - Healthcare Facilities names. CTRE ranks #1 (85.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
This page
|
46,771 | $1,887,209 | |
| 2 | WELL |
Welltower Inc.
|
1,446 | $328,198 |
All Filings in CTRE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,887,209 | 46,771 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,769,975 | 48,294 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,749,312 | 48,377 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,677,610 | 48,374 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,468,647 | 47,995 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,715,757 | 95,023 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,328,668 | 49,119 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,500,690 | 48,629 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,229,473 | 48,983 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,112,539 | 45,652 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $925,793 | 41,367 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $755,712 | 36,864 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||