Position in CTRE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$57,216
+$34,567 QoQ
Shares Held
1,418
+129.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#408
of 510 holders
Holding Since
Sep 2024
6 quarters on record
Common Shares in CTRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $10,543,458 across 12 REIT - Healthcare Facilities names. CTRE ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
25,459 | $5,778,428 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
70,956 | $3,383,182 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
18,067 | $942,194 | |
| 4 | 5,276 | $160,179 | |||
| 5 | VTR |
Ventas, Inc.
|
1,505 | $133,644 | |
| 6 | CTRE |
CareTrust REIT, Inc.
This page
|
1,418 | $57,216 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
2,023 | $39,468 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
1,205 | $24,304 |
All Filings in CTRE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,216 | 1,418 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $22,649 | 618 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $22,455 | 621 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $589 | 17 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $520 | 17 | Shares | Sole | 2025-08-04 | |
| 2024-09-30 | $524 | 17 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||