Bellars Harris Wealth Management, LLC

Position in CTRE — CareTrust REIT, Inc.

CIK 2136908 VIRGINIA BEACH, VA

Position in CTRE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$9,333,479

New position

Shares Held

231,313

first reported quarter

Ownership

0.098%

of shares outstanding

% of Portfolio

2.34%

of 13F equity value

Holder Rank

#110

of 510 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Bellars Harris Wealth Management, LLC holds $25,503,643 across 3 REIT - Healthcare Facilities names. CTRE ranks #2 (36.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	46,790	$10,619,926
2	CTRE	CareTrust REIT, Inc. This page	231,313	$9,333,479
3	OHI	Omega Healthcare Investors Inc	116,406	$5,550,238

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,333,479	231,313	—	Shares	Sole	2026-08-06
No filing history on record for this holder in this stock.