Position in CTRE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$551,100
-$12,320 QoQ
Shares Held
13,658
-11.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#287
of 510 holders
Holding Since
Sep 2025
4 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, 2026Keebeck Wealth Management holds $1,078,578 across 2 REIT - Healthcare Facilities names. CTRE ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
This page
|
13,658 | $551,100 | |
| 2 | WELL |
Welltower Inc.
|
2,324 | $527,478 |
All Filings in CTRE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,100 | 13,658 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $563,420 | 15,373 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $494,777 | 13,683 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $456,631 | 13,167 | Shares | Other | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||