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Disclosery

Corient Private Wealth LP: CTRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on CTRE, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 166,828 CTRE shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 166,828 shares
    Change vs previous 13F +72,137 shares

    0.01% of the 13F portfolio, value $6,731,518.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 94,691 shares
    Change vs previous 13F +58,643 shares

    <0.01% of the 13F portfolio, value $3,469,149.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 36,048 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $1,314,295.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 36,046 shares
    Change vs previous 13F +15,317 shares

    <0.01% of the 13F portfolio, value $1,250,080.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 20,729 shares
    Change vs previous 13F -411 shares

    <0.01% of the 13F portfolio, value $634,312.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 21,140 shares
    Change vs previous 13F -1,341 shares

    <0.01% of the 13F portfolio, value $604,211.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 22,481 shares
    Change vs previous 13F +1,903 shares

    <0.01% of the 13F portfolio, value $608,111.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 20,578 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $635,037.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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