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Advisors Asset Management, Inc.: CTRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on CTRE, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 78,259 CTRE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,259 shares
    Change vs previous 13F +21,425 shares

    0.05% of the 13F portfolio, value $3,157,751.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 56,834 shares
    Change vs previous 13F +17,716 shares

    0.03% of the 13F portfolio, value $2,082,966.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 39,118 shares
    Change vs previous 13F +20,060 shares

    0.02% of the 13F portfolio, value $1,414,507.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 19,058 shares
    Change vs previous 13F +13,151 shares

    0.01% of the 13F portfolio, value $660,931.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 5,907 shares
    Change vs previous 13F +1,011 shares

    <0.01% of the 13F portfolio, value $180,754.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 4,896 shares
    Change vs previous 13F +1,189 shares

    <0.01% of the 13F portfolio, value $139,928.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 3,707 shares
    Change vs previous 13F -1,854 shares

    <0.01% of the 13F portfolio, value $100,274.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 5,561 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $171,612.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).