Caldwell Trust Co

Bank

Position in CTRE — CareTrust REIT, Inc.

CIK 2080218 Venice, FL

Position in CTRE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$111,527

New position

Shares Held

2,764

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#396

of 510 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Caldwell Trust Co holds $430,868 across 5 REIT - Healthcare Facilities names. CTRE ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VTR	Ventas, Inc.	2,120	$188,256
2	CTRE	CareTrust REIT, Inc. This page	2,764	$111,527
3	WELL	Welltower Inc.	361	$81,936
4	NHI	National Health Investors Inc	633	$48,272
5	DOC	Healthpeak Properties, Inc.	41	$877

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$111,527	2,764	—	Shares	Sole	2026-08-03
No filing history on record for this holder in this stock.