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Cerity Partners LLC: CTRE position timeline

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

Cerity Partners LLC held 41,707 CTRE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,707 shares
    Change vs previous 13F -2,515 shares

    <0.01% of the 13F portfolio, value $1,682,877.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 44,222 shares
    Change vs previous 13F +6,402 shares

    <0.01% of the 13F portfolio, value $1,620,752.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 37,820 shares
    Change vs previous 13F +7,106 shares

    <0.01% of the 13F portfolio, value $1,367,558.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 30,714 shares
    Change vs previous 13F -5,926 shares

    <0.01% of the 13F portfolio, value $1,065,177.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 36,640 shares
    Change vs previous 13F +27,706 shares

    <0.01% of the 13F portfolio, value $1,121,184.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 8,934 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $255,334.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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