ELEVATION POINT WEALTH PARTNERS, LLC

Position in CTRE — CareTrust REIT, Inc.

CIK 1744349 DENVER, CO

Position in CTRE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$579,224

+$57,182 QoQ

Shares Held

14,355

+0.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#286

of 510 holders

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $7,075,246 across 3 REIT - Healthcare Facilities names. CTRE ranks #2 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	27,630	$6,271,181
2	CTRE	CareTrust REIT, Inc. This page	14,355	$579,224
3	VTR	Ventas, Inc.	2,532	$224,841

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$579,224	14,355	+0.8%	Shares	Sole	2026-08-12
2026-03-31	$522,042	14,244	+40.1%	Shares	Sole	2026-04-27
2025-06-30	$311,110	10,167	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.