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CAPTRUST FINANCIAL ADVISORS: CTRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on CTRE, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 127,146 CTRE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,146 shares
    Change vs previous 13F -4,801 shares

    0.01% of the 13F portfolio, value $5,130,322.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 131,947 shares
    Change vs previous 13F +123,127 shares

    0.01% of the 13F portfolio, value $4,835,858.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 8,820 shares
    Change vs previous 13F -3,778 shares

    <0.01% of the 13F portfolio, value $318,924.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 12,598 shares
    Change vs previous 13F +528 shares

    <0.01% of the 13F portfolio, value $436,904.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 12,070 shares
    Change vs previous 13F +1,435 shares

    <0.01% of the 13F portfolio, value $369,345.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 10,635 shares
    Change vs previous 13F +2,125 shares

    <0.01% of the 13F portfolio, value $303,960.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 8,510 shares
    Change vs previous 13F +354 shares

    <0.01% of the 13F portfolio, value $230,193.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 8,156 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $251,690.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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