Callan Family Office, LLC
Family OfficePosition in CTRE — CareTrust REIT, Inc.
CIK 1938970
RADNOR, PA
Position in CTRE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$329,780
+$48,675 QoQ
Shares Held
8,173
+6.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#336
of 514 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CTRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Callan Family Office, LLC holds $10,508,333 across 7 REIT - Healthcare Facilities names. CTRE ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
30,679 | $6,963,212 | |
| 2 | VTR |
Ventas, Inc.
|
25,940 | $2,303,472 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
8,397 | $400,368 | |
| 4 | CTRE |
CareTrust REIT, Inc.
This page
|
8,173 | $329,780 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
11,581 | $225,945 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
10,268 | $219,735 | |
| 7 | MPT |
Medical Properties Trust Inc
|
14,247 | $65,821 |
All Filings in CTRE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,780 | 8,173 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $281,105 | 7,670 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $267,764 | 7,405 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||