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Beacon Pointe Advisors, LLC: CTRE position timeline

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

Beacon Pointe Advisors, LLC held 296,160 CTRE shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 296,160 shares
    Change vs previous 13F +47,144 shares

    0.06% of the 13F portfolio, value $11,951,309.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    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 249,016 shares
    Change vs previous 13F +7,098 shares

    0.05% of the 13F portfolio, value $9,127,712.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    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 241,918 shares
    Change vs previous 13F +9,818 shares

    0.06% of the 13F portfolio, value $8,748,851.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    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 232,100 shares
    Change vs previous 13F +42,887 shares

    0.07% of the 13F portfolio, value $8,050,389.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    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 189,213 shares
    Change vs previous 13F +8,759 shares

    0.06% of the 13F portfolio, value $5,789,918.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    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 180,454 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,157,375.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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