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Kestra Advisory Services, LLC: CTRE position timeline

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

Kestra Advisory Services, LLC held 74,721 CTRE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,721 shares
    Change vs previous 13F -795 shares

    0.01% of the 13F portfolio, value $3,015,022.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,378 shares
    • Kestra Advisory Services, LLC: 47,343 shares

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

  2. period ended2026-03-31
    13F 75,516 shares
    Change vs previous 13F +28,352 shares

    0.01% of the 13F portfolio, value $2,767,655.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,684 shares
    • Kestra Advisory Services, LLC: 47,832 shares

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

  3. period ended2025-12-31
    13F 47,164 shares
    Change vs previous 13F +3,029 shares

    0.01% of the 13F portfolio, value $1,705,468.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,387 shares
    • Kestra Advisory Services, LLC: 19,777 shares

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

  4. period ended2025-09-30
    13F 44,135 shares
    Change vs previous 13F -34,387 shares

    0.01% of the 13F portfolio, value $1,530,608.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,289 shares
    • Kestra Advisory Services, LLC: 16,846 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 78,522 shares
    Change vs previous 13F +26,909 shares

    0.01% of the 13F portfolio, value $2,402,781.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 34,346 shares
    • Kestra Advisory Services, LLC: 43,933 shares
    • Kestra Investment Management, LLC: 243 shares

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

  6. period ended2025-03-31
    13F/A 51,613 shares
    Change vs previous 13F +7,663 shares

    <0.01% of the 13F portfolio, value $1,475,099.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,292 shares
    • Kestra Advisory Services, LLC: 44,078 shares
    • Kestra Investment Management, LLC: 243 shares

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

  7. period ended2024-12-31
    13F 43,950 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,188,848.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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