Position in CTRE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,550
+$325 QoQ
Shares Held
88
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#465
of 510 holders
Holding Since
Jun 2025
5 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, 2026Colonial Trust Co / SC holds $157,999 across 4 REIT - Healthcare Facilities names. CTRE ranks #3 (2.2% of the industry book) .
All Filings in CTRE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,550 | 88 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,225 | 88 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,182 | 88 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,051 | 88 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,845 | 93 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||