Position in CTRE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,286,397
+$94,430 QoQ
Shares Held
31,881
-2.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#225
of 510 holders
Holding Since
Sep 2023
11 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, 2026Moran Wealth Management, LLC holds $1,999,309 across 2 REIT - Healthcare Facilities names. CTRE ranks #1 (64.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
This page
|
31,881 | $1,286,397 | |
| 2 | WELL |
Welltower Inc.
|
3,141 | $712,912 |
All Filings in CTRE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,286,397 | 31,881 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,191,967 | 32,523 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,959,943 | 54,202 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,958,761 | 56,481 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,776,911 | 58,069 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,682,504 | 58,870 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,602,874 | 59,256 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,842,002 | 59,689 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,501,005 | 59,801 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,507,942 | 61,877 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $1,251,771 | 61,062 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||