Position in CTRE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$434,771
+$35,177 QoQ
Shares Held
10,775
-1.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#312
of 510 holders
Holding Since
Mar 2021
17 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, 2026Values First Advisors, Inc. holds $2,010,354 across 4 REIT - Healthcare Facilities names. CTRE ranks #3 (21.6% of the industry book) .
All Filings in CTRE
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,771 | 10,775 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $399,594 | 10,903 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $388,177 | 10,735 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $445,638 | 12,850 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $396,331 | 12,952 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $365,366 | 12,784 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $344,617 | 12,740 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $384,423 | 12,457 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $314,001 | 12,510 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $301,895 | 12,388 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $255,154 | 11,401 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $213,938 | 10,436 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $205,749 | 10,360 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $195,780 | 9,999 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $200,835 | 8,797 | Shares | Sole | 2022-03-10 | |
| 2021-06-30 | $204,331 | 8,796 | Shares | Sole | 2022-11-15 | |
| 2021-03-31 | $207,818 | 8,925 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||