Position in CTRE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,429
+$388 QoQ
Shares Held
85
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#467
of 510 holders
Holding Since
Dec 2020
9 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, 2026Physician Wealth Advisors, Inc. holds $290,597 across 13 REIT - Healthcare Facilities names. CTRE ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
865 | $196,329 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
939 | $48,968 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
1,042 | $20,329 | |
| 4 | VTR |
Ventas, Inc.
|
65 | $5,772 | |
| 5 | DHC |
Diversified Healthcare Trust
|
434 | $4,036 | |
| 6 | CTRE |
CareTrust REIT, Inc.
This page
|
85 | $3,429 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
170 | $3,428 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
113 | $2,418 |
All Filings in CTRE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,429 | 85 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,041 | 83 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,784 | 77 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,803 | 52 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $826 | 27 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $771 | 27 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $730 | 27 | Shares | Sole | 2025-02-12 | |
| 2021-03-31 | $272,923 | 11,721 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $216,432 | 9,758 | Shares | Sole | 2021-02-19 | |
| No filing history on record for this holder in this stock. | ||||||