Position in CTRE
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$10,139,259
New position
Shares Held
276,651
first reported quarter
Ownership
0.117%
of shares outstanding
% of Portfolio
10.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Flatrock Wealth Partners LLC holds $10,139,259 across 1 REIT - Healthcare Facilities name. CTRE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
This page
|
276,651 | $10,139,259 |
All Filings in CTRE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,139,259 | 276,651 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||