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Disclosery

Values First Advisors, Inc.: CTRE position timeline

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

Values First Advisors, Inc. held 10,775 CTRE shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 10,775 shares
    Change vs previous 13F -128 shares

    0.2% of the 13F portfolio, value $434,756.

    13F-HR/A 0001398344-26-013386 filed by Values First Advisors, Inc.
    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 10,903 shares
    Change vs previous 13F +168 shares

    0.21% of the 13F portfolio, value $399,601.

    13F-HR 0001398344-26-006614 filed by Values First Advisors, Inc.
    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 10,735 shares
    Change vs previous 13F -2,115 shares

    0.2% of the 13F portfolio, value $388,193.

    13F-HR 0001398344-26-001629 filed by Values First Advisors, Inc.
    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 12,850 shares
    Change vs previous 13F -102 shares

    0.24% of the 13F portfolio, value $445,649.

    13F-HR 0001398344-25-019434 filed by Values First Advisors, Inc.
    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 12,952 shares
    Change vs previous 13F +168 shares

    0.22% of the 13F portfolio, value $396,334.

    13F-HR 0001398344-25-013953 filed by Values First Advisors, Inc.
    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 12,784 shares
    Change vs previous 13F +44 shares

    0.21% of the 13F portfolio, value $365,949.

    13F-HR 0001398344-25-008076 filed by Values First Advisors, Inc.
    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 12,740 shares
    Change vs previous 13F +283 shares

    0.19% of the 13F portfolio, value $344,618.

    13F-HR 0001398344-25-001383 filed by Values First Advisors, Inc.
    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 12,457 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $384,435.

    13F-HR 0001398344-24-019207 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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