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Copeland Capital Management, LLC: CTRE position timeline

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

Copeland Capital Management, LLC held 1,653,827 CTRE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,653,827 shares
    Change vs previous 13F -42,218 shares

    1.39% of the 13F portfolio, value $60,497,042.

    13F-HR 0001580642-26-006863 filed by Copeland Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,696,045 shares
    Change vs previous 13F -68,810 shares

    1.41% of the 13F portfolio, value $68,435,455.

    13F-HR 0001580642-26-004833 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,764,855 shares
    Change vs previous 13F -37,988 shares

    1.44% of the 13F portfolio, value $64,681,972.

    13F-HR 0001580642-26-002984 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,802,843 shares
    Change vs previous 13F +86,742 shares

    1.46% of the 13F portfolio, value $65,190,855.

    13F-HR 0001580642-26-000539 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,716,101 shares
    Change vs previous 13F +1,335,513 shares

    1.24% of the 13F portfolio, value $59,514,387.

    13F-HR 0001580642-25-006630 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 380,588 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $11,645,992.

    13F-HR 0001580642-25-004379 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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