Private Wealth Management Group, LLC
Position in CTRE — CareTrust REIT, Inc.
CIK 2011342
PRINCETON, NJ
Position in CTRE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,703
+$248 QoQ
Shares Held
67
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#473
of 510 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CTRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Private Wealth Management Group, LLC holds $51,673 across 8 REIT - Healthcare Facilities names. CTRE ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
290 | $25,752 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
480 | $9,681 | |
| 3 | WELL |
Welltower Inc.
|
34 | $7,716 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
135 | $2,889 | |
| 5 | CTRE |
CareTrust REIT, Inc.
This page
|
67 | $2,703 | |
| 6 | NHI |
National Health Investors Inc
|
15 | $1,143 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
56 | $1,092 | |
| 8 | MPT |
Medical Properties Trust Inc
|
151 | $697 |
All Filings in CTRE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,703 | 67 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,455 | 67 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||