Prestige Wealth Management Group LLC
Position in CTRE — CareTrust REIT, Inc.
CIK 1772715
FLEMINGTON, NJ
Position in CTRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,573
+$144 QoQ
Shares Held
39
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#487
of 514 holders
Holding Since
Mar 2026
2 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, 2026Prestige Wealth Management Group LLC holds $1,614,434 across 7 REIT - Healthcare Facilities names. CTRE ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
5,283 | $1,199,081 | |
| 2 | VTR |
Ventas, Inc.
|
4,066 | $361,060 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
658 | $34,314 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
352 | $16,783 | |
| 5 | CTRE |
CareTrust REIT, Inc.
This page
|
39 | $1,573 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
45 | $907 | |
| 7 | MPT |
Medical Properties Trust Inc
|
155 | $716 |
All Filings in CTRE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,573 | 39 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,429 | 39 | Shares | Other | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||