Sound Income Strategies, LLC

Position in CTRE — CareTrust REIT, Inc.

CIK 1730960 Ft Lauderdale, FL

Position in CTRE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$25,350,734

+$2,708,438 QoQ

Shares Held

628,271

+1.7% QoQ

Ownership

0.266%

of shares outstanding

% of Portfolio

1.60%

of 13F equity value

Holder Rank

#56

of 514 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Sound Income Strategies, LLC holds $66,072,778 across 6 REIT - Healthcare Facilities names. CTRE ranks #1 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTRE	CareTrust REIT, Inc. This page	628,271	$25,350,734
2	NHI	National Health Investors Inc	270,252	$20,609,417
3	SBRA	Sabra Health Care REIT, Inc.	971,298	$18,950,023
4	OHI	Omega Healthcare Investors Inc	13,638	$650,259
5	DOC	Healthpeak Properties, Inc.	12,724	$272,293
6	XRN	Chiron Real Estate Inc.	6,398	$240,052

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,350,734	628,271	+1.7%	Shares	Sole	2026-07-20
2026-03-31	$22,642,296	617,798	-0.6%	Shares	Sole	2026-04-27
2025-12-31	$22,481,829	621,732	+6.4%	Shares	Sole	2026-01-21
2025-09-30	$20,261,061	584,229	+2.4%	Shares	Sole	2025-10-10
2025-06-30	$17,464,644	570,740	+9.2%	Shares	Sole	2025-07-17
2025-03-31	$14,942,452	522,829	+13.1%	Shares	Sole	2025-04-17
2024-12-31	$12,499,696	462,096	+11.4%	Shares	Sole	2025-01-21
2024-09-30	$12,800,851	414,804	+13.9%	Shares	Sole	2024-10-10
2024-06-30	$9,142,198	364,231	+22.3%	Shares	Sole	2024-07-12
2024-03-31	$7,260,578	297,931	+61.4%	Shares	Sole	2024-04-15
2023-12-31	$4,131,191	184,593	+80.5%	Shares	Sole	2024-01-10
2023-09-30	$2,096,658	102,276	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.