Position in CTRE
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$9,240
+$848 QoQ
Shares Held
229
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#450
of 510 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CTRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Dogwood Wealth Management LLC holds $697,966 across 4 REIT - Healthcare Facilities names. CTRE ranks #3 (1.3% of the industry book) .
All Filings in CTRE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,240 | 229 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $8,392 | 229 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,280 | 229 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,941 | 229 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,754 | 90 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||