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Disclosery

Castellan Group: CTRE position timeline

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

Castellan Group held 130,431 CTRE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 130,431 shares
    Change vs previous 13F +252 shares

    0.58% of the 13F portfolio, value $5,262,891.

    13F-HR 0001832521-26-000003 filed by Castellan Group
    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 130,179 shares
    Change vs previous 13F +10,759 shares

    0.66% of the 13F portfolio, value $4,771,060.

    13F-HR 0001832521-26-000002 filed by Castellan Group
    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 119,420 shares
    Change vs previous 13F +4,877 shares

    0.54% of the 13F portfolio, value $4,318,227.

    13F-HR 0001832521-26-000001 filed by Castellan Group
    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 114,543 shares
    Change vs previous 13F -3,173 shares

    0.58% of the 13F portfolio, value $3,972,351.

    13F-HR 0001832521-25-000008 filed by Castellan Group
    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 117,716 shares
    Change vs previous 13F +7,762 shares

    0.66% of the 13F portfolio, value $3,602,110.

    13F-HR/A 0001832521-25-000006 filed by Castellan Group
    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 109,954 shares
    Change vs previous 13F -15,670 shares

    0.88% of the 13F portfolio, value $3,142,485.

    13F-HR 0001832521-25-000004 filed by Castellan Group
    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 125,624 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $3,398,129.

    13F-HR 0001832521-25-000002 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

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