Position in CTRE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,452
+$133 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#486
of 510 holders
Holding Since
Jun 2024
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, 2026CVA Family Office, LLC holds $282,245 across 7 REIT - Healthcare Facilities names. CTRE ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
793 | $179,987 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
2,565 | $54,891 | |
| 3 | VTR |
Ventas, Inc.
|
434 | $38,539 | |
| 4 | NHI |
National Health Investors Inc
|
49 | $3,736 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
153 | $3,086 | |
| 6 | CTRE |
CareTrust REIT, Inc.
This page
|
36 | $1,452 | |
| 7 | MPT |
Medical Properties Trust Inc
|
120 | $554 |
All Filings in CTRE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,452 | 36 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,319 | 36 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,301 | 36 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,248 | 36 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,101 | 36 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,028 | 36 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $973 | 36 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $1,110 | 36 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $903 | 36 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||