Vanguard Personalized Indexing Management, LLC
Position in CTRE — CareTrust REIT, Inc.
CIK 1767306
OAKLAND, CA
Position in CTRE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,580,388
+$146,164 QoQ
Shares Held
39,167
+0.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#211
of 510 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in CTRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $35,754,144 across 11 REIT - Healthcare Facilities names. CTRE ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
92,710 | $21,042,388 | |
| 2 | VTR |
Ventas, Inc.
|
60,751 | $5,394,688 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
86,334 | $1,847,547 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
37,780 | $1,801,350 | |
| 5 | CTRE |
CareTrust REIT, Inc.
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|
39,167 | $1,580,388 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
74,364 | $1,499,921 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
35,070 | $684,215 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
11,611 | $605,513 |
All Filings in CTRE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,580,388 | 39,167 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,434,224 | 39,133 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,375,056 | 38,027 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $929,458 | 26,801 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $735,930 | 24,050 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $526,729 | 18,430 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $444,269 | 16,424 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $379,917 | 12,311 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $260,186 | 10,366 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $223,619 | 9,176 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||