Caretrust Reit shares owned by Asset Planning
Quarter-by-quarter ownership of Caretrust Reit (CTRE) shares owned by Asset Planning
from 13F filings
Historical chart of Asset Planning investment in Caretrust Reit
Tip: Access up to 7 years of quarterly data
All positions including Caretrust Reit held by Asset Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caretrust Reit by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18k | 525 | 34.71 |
| 2025-06-30 | $16k | 520 | 30.59 |
| 2025-03-31 | $15k | 514 | 28.57 |
| 2024-12-31 | $14k | 508 | 27.07 |