Savvy Advisors, Inc.

Position in CTRE — CareTrust REIT, Inc.

CIK 2003633 NEW YORK, NY

Position in CTRE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$441,751

+$151,190 QoQ

Shares Held

10,948

+38.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#309

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

Savvy Advisors, Inc. holds $4,024,623 across 4 REIT - Healthcare Facilities names. CTRE ranks #3 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	13,261	$3,009,849
2	VTR	Ventas, Inc.	5,703	$506,426
3	CTRE	CareTrust REIT, Inc. This page	10,948	$441,751
4	MPT	Medical Properties Trust Inc	14,415	$66,597

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$441,751	10,948	+38.1%	Shares	Sole	2026-08-03
2026-03-31	$290,561	7,928	-11.1%	Shares	Sole	2026-05-11
2025-12-31	$322,402	8,916	—	Shares	Sole	2026-01-20
No filing history on record for this holder in this stock.