Asset Planning,Inc

Position in CTRE — CareTrust REIT, Inc.

CIK 2048547 LOS ALAMITOS, CA

Position in CTRE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$21,829

+$2,222 QoQ

Shares Held

541

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#429

of 510 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Asset Planning,Inc holds $5,295,219 across 4 REIT - Healthcare Facilities names. CTRE ranks #4 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	20,453	$4,642,217
2	SBRA	Sabra Health Care REIT, Inc.	20,176	$393,633
3	VTR	Ventas, Inc.	2,675	$237,540
4	CTRE	CareTrust REIT, Inc. This page	541	$21,829

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,829	541	+1.1%	Shares	Sole	2026-07-27
2026-03-31	$19,607	535	+0.8%	Shares	Sole	2026-04-23
2025-12-31	$19,200	531	+1.1%	Shares	Sole	2026-02-03
2025-09-30	$18,207	525	+1.0%	Shares	Sole	2025-10-23
2025-06-30	$15,912	520	+1.2%	Shares	Sole	2025-07-25
2025-03-31	$14,690	514	+1.2%	Shares	Sole	2025-05-08
2024-12-31	$13,741	508	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.