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Steward Partners Investment Advisory, LLC: CTRE position timeline

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

Steward Partners Investment Advisory, LLC held 278,282 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 278,282 shares
    Change vs previous 13F +14,414 shares

    0.06% of the 13F portfolio, value $11,228,692.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 263,868 shares
    Change vs previous 13F +8,796 shares

    0.05% of the 13F portfolio, value $9,670,762.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 255,072 shares
    Change vs previous 13F +7,392 shares

    0.05% of the 13F portfolio, value $9,223,409.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 247,680 shares
    Change vs previous 13F +1,217 shares

    0.05% of the 13F portfolio, value $8,589,547.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 246,463 shares
    Change vs previous 13F +60,855 shares

    0.06% of the 13F portfolio, value $7,541,764.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 185,608 shares
    Change vs previous 13F +4,492 shares

    0.05% of the 13F portfolio, value $5,304,668.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    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 181,116 shares
    Change vs previous 13F +6,651 shares

    0.04% of the 13F portfolio, value $4,899,184.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    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 174,465 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,384,001.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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