Position in CTRE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$71,229,818
+$5,836,918 QoQ
Shares Held
1,943,515
-9.1% QoQ
Ownership
0.823%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 68.18192810449108.ToString("F0")%
Shared 0.ToString("F0")%
None 31.818071895508908.ToString("F0")%
Common Shares in CTRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026MORGAN STANLEY holds $3,057,597,497 across 17 REIT - Healthcare Facilities names. CTRE ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,046,607 | $1,788,604,661 | |
| 2 | VTR |
Ventas, Inc.
|
6,387,470 | $522,367,290 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
12,309,359 | $202,242,757 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
3,327,611 | $145,815,905 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
1,749,743 | $82,517,872 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
4,368,543 | $74,221,539 | |
| 7 | CTRE |
CareTrust REIT, Inc.
This page
|
1,943,515 | $71,229,818 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
2,242,243 | $43,118,328 |
All Filings in CTRE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,229,818 | 1,943,515 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $65,392,900 | 2,137,023 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $80,358,696 | 2,811,711 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $92,587,683 | 3,422,835 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $77,200,699 | 2,501,643 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $70,234,890 | 2,798,203 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $56,500,499 | 2,318,445 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $49,604,774 | 2,216,478 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $45,055,738 | 2,197,841 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $23,014,201 | 1,158,822 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $20,012,538 | 1,022,091 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $18,380,745 | 989,276 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $18,524,695 | 1,022,899 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,499,793 | 894,783 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $12,414,510 | 643,239 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $16,374,197 | 717,223 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $16,803,904 | 826,964 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,745,644 | 720,863 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $9,625,037 | 413,358 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $9,154,484 | 412,736 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $10,246,749 | 575,822 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $12,051,826 | 702,321 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,330,594 | 360,419 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||