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Disclosery

IBEX WEALTH ADVISORS: CTRE position timeline

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

IBEX WEALTH ADVISORS held 260,491 CTRE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 260,491 shares
    Change vs previous 13F +9,098 shares

    0.82% of the 13F portfolio, value $10,510,829.

    13F-HR 0001686242-26-000003 filed by IBEX WEALTH 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 251,393 shares
    Change vs previous 13F +17,831 shares

    0.86% of the 13F portfolio, value $9,213,546.

    13F-HR 0001686242-26-000002 filed by IBEX WEALTH 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 233,562 shares
    Change vs previous 13F +3,480 shares

    0.83% of the 13F portfolio, value $8,445,607.

    13F-HR 0001686242-26-000001 filed by IBEX WEALTH 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 230,082 shares
    Change vs previous 13F +3,557 shares

    0.76% of the 13F portfolio, value $7,979,250.

    13F-HR 0001686242-25-000007 filed by IBEX WEALTH 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 226,525 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $6,931,656.

    13F-HR 0001686242-25-000004 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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