ANGELES WEALTH MANAGEMENT, LLC

Position in CTRE — CareTrust REIT, Inc.

CIK 1929170 SANTA MONICA, CA

Position in CTRE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$614,691

+$54,789 QoQ

Shares Held

15,234

-0.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#283

of 510 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ANGELES WEALTH MANAGEMENT, LLC holds $1,645,470 across 3 REIT - Healthcare Facilities names. CTRE ranks #2 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	3,196	$725,396
2	CTRE	CareTrust REIT, Inc. This page	15,234	$614,691
3	VTR	Ventas, Inc.	3,439	$305,383

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$614,691	15,234	-0.3%	Shares	Sole	2026-07-28
2026-03-31	$559,902	15,277	+1.7%	Shares	Sole	2026-05-06
2025-12-31	$543,267	15,024	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.