Position in CTRE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$253,761
+$24,370 QoQ
Shares Held
6,289
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#365
of 514 holders
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CTRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Arkadios Wealth Advisors holds $8,080,428 across 6 REIT - Healthcare Facilities names. CTRE ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
16,507 | $3,746,592 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
50,350 | $2,625,752 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
25,463 | $544,908 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
9,670 | $461,065 | |
| 5 | VTR |
Ventas, Inc.
|
5,049 | $448,350 | |
| 6 | CTRE |
CareTrust REIT, Inc.
This page
|
6,289 | $253,761 |
All Filings in CTRE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,761 | 6,289 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $229,391 | 6,259 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $220,069 | 6,086 | Shares | Sole | 2026-02-13 | |
| 2020-03-31 | $1,331 | 90 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||