Retirement Wealth Solutions LLC
PensionPosition in CTRE — CareTrust REIT, Inc.
CIK 2044741
MARSHFIELD, WI
Position in CTRE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,389
+$311 QoQ
Shares Held
84
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#468
of 510 holders
Holding Since
Sep 2025
4 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, 2026Retirement Wealth Solutions LLC holds $7,667 across 4 REIT - Healthcare Facilities names. CTRE ranks #1 (44.2% of the industry book) .
All Filings in CTRE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,389 | 84 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,078 | 84 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $4,086 | 113 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,918 | 113 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||