Position in CTRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$532,902
+$302,374 QoQ
Shares Held
13,207
+110.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#295
of 514 holders
Holding Since
Mar 2023
10 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, 2026Ameritas Advisory Services, LLC holds $4,687,819 across 7 REIT - Healthcare Facilities names. CTRE ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
6,315 | $1,433,315 | |
| 2 | MPT |
Medical Properties Trust Inc
|
242,950 | $1,122,429 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
19,706 | $939,582 | |
| 4 | CTRE |
CareTrust REIT, Inc.
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|
13,207 | $532,902 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
9,976 | $520,248 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
4,211 | $82,156 | |
| 7 | VTR |
Ventas, Inc.
|
644 | $57,187 |
All Filings in CTRE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,902 | 13,207 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $230,528 | 6,290 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $258,580 | 7,151 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $319,005 | 10,425 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $384,601 | 13,457 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $381,702 | 14,111 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $391,798 | 12,696 | Shares | Sole | 2024-10-30 | |
| 2023-12-31 | $355,886 | 15,902 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $287,635 | 14,031 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $2,330 | 119 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||