Position in CTRE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$58,305
+$5,346 QoQ
Shares Held
1,445
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#406
of 510 holders
Holding Since
Sep 2020
24 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, 2026Crewe Advisors LLC holds $100,566 across 8 REIT - Healthcare Facilities names. CTRE ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
This page
|
1,445 | $58,305 | |
| 2 | WELL |
Welltower Inc.
|
90 | $20,427 | |
| 3 | LTC |
Ltc Properties Inc
|
297 | $11,419 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
250 | $5,042 | |
| 5 | VTR |
Ventas, Inc.
|
35 | $3,108 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
94 | $1,833 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
18 | $385 | |
| 8 | OHI |
Omega Healthcare Investors Inc
|
1 | $47 |
All Filings in CTRE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,305 | 1,445 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $52,959 | 1,445 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $52,251 | 1,445 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $50,112 | 1,445 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $44,217 | 1,445 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $41,669 | 1,458 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $39,438 | 1,458 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $44,993 | 1,458 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $36,595 | 1,458 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $35,531 | 1,458 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $32,630 | 1,458 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $83,025 | 4,050 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $82,478 | 4,153 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $81,315 | 4,153 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $77,162 | 4,153 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $75,210 | 4,153 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $76,581 | 4,153 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $80,152 | 4,153 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $94,812 | 4,153 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $84,388 | 4,153 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $96,474 | 4,153 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $96,702 | 4,153 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $54,828 | 2,472 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $18,293 | 1,028 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||