BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in CTRE — CareTrust REIT, Inc.
CIK 2010186
CINCINNATI, OH
Position in CTRE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$161,964
New position
Shares Held
4,014
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#390
of 510 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $421,934 across 8 REIT - Healthcare Facilities names. CTRE ranks #1 (38.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
This page
|
4,014 | $161,964 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
3,200 | $152,576 | |
| 3 | WELL |
Welltower Inc.
|
116 | $26,328 | |
| 4 | VTR |
Ventas, Inc.
|
296 | $26,284 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
1,008 | $20,331 | |
| 6 | 643 | $19,521 | |||
| 7 | DOC |
Healthpeak Properties, Inc.
|
639 | $13,674 | |
| 8 | MPT |
Medical Properties Trust Inc
|
272 | $1,256 |
All Filings in CTRE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,964 | 4,014 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||