Global Retirement Partners, LLC
PensionPosition in CTRE — CareTrust REIT, Inc.
CIK 1749744
San Rafael, CA
Position in CTRE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$132,065
+$6,590 QoQ
Shares Held
3,273
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#396
of 514 holders
Holding Since
Mar 2022
16 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, 2026Global Retirement Partners, LLC holds $6,792,702 across 14 REIT - Healthcare Facilities names. CTRE ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
14,473 | $3,284,936 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
80,578 | $1,724,369 | |
| 3 | VTR |
Ventas, Inc.
|
6,404 | $568,675 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
10,584 | $504,645 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
2,560 | $133,504 | |
| 6 | CTRE |
CareTrust REIT, Inc.
This page
|
3,273 | $132,065 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
6,575 | $128,278 | |
| 8 | 3,238 | $98,305 |
All Filings in CTRE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,065 | 3,273 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $125,475 | 3,470 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $56,216 | 1,621 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $43,054 | 1,407 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $34,867 | 1,289 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $43,666 | 1,415 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $33,709 | 1,343 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $25,027 | 1,027 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $31,063 | 1,388 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $13,304 | 649 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $12,889 | 649 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $12,707 | 649 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $12,058 | 649 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,753 | 649 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,285 | 612 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $11,058 | 573 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||