Caretrust Reit shares owned by Creative Planning
Quarter-by-quarter ownership of Caretrust Reit (CTRE) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Caretrust Reit
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Quarterly reported holdings in Caretrust Reit by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 85k | 34.67 |
| 2025-06-30 | $2.2M | 73k | 30.60 |
| 2025-03-31 | $2.0M | 71k | 28.58 |
| 2024-12-31 | $1.7M | 64k | 27.05 |
| 2024-09-30 | $1.9M | 62k | 30.86 |
| 2024-06-30 | $887k | 35k | 25.10 |
| 2024-03-31 | $835k | 34k | 24.37 |
| 2023-12-31 | $711k | 32k | 22.38 |
| 2023-09-30 | $842k | 41k | 20.50 |
| 2023-06-30 | $814k | 41k | 19.86 |
| 2023-03-31 | $781k | 40k | 19.58 |
| 2022-12-31 | $761k | 41k | 18.58 |
| 2022-09-30 | $803k | 44k | 18.11 |
| 2022-06-30 | $728k | 40k | 18.45 |
| 2022-03-31 | $750k | 39k | 19.31 |
| 2021-12-31 | $889k | 39k | 22.82 |
| 2021-09-30 | $791k | 39k | 20.32 |
| 2021-06-30 | $908k | 39k | 23.22 |
| 2021-03-31 | $1.6M | 69k | 23.29 |
| 2020-12-31 | $1.5M | 69k | 22.17 |
| 2020-09-30 | $1.2M | 68k | 17.80 |
| 2020-06-30 | $1.2M | 67k | 17.17 |
| 2020-03-31 | $988k | 67k | 14.78 |
| 2019-12-31 | $1.2M | 60k | 20.64 |
| 2019-09-30 | $1.4M | 60k | 23.51 |
| 2019-06-30 | $1.4M | 60k | 23.78 |
| 2019-03-31 | $1.4M | 59k | 23.45 |
| 2018-12-31 | $1.2M | 66k | 18.46 |
| 2018-09-30 | $1.2M | 66k | 17.71 |
| 2018-06-30 | $1.1M | 66k | 16.69 |
| 2018-03-31 | $893k | 67k | 13.40 |
| 2017-12-31 | $1.2M | 72k | 16.76 |
| 2017-09-30 | $1.3M | 66k | 19.03 |
| 2017-06-30 | $1.2M | 66k | 18.54 |
| 2017-03-31 | $577k | 34k | 16.83 |
| 2016-12-31 | $399k | 26k | 15.31 |
| 2016-09-30 | $345k | 23k | 14.78 |
| 2016-06-30 | $310k | 23k | 13.76 |
| 2016-03-31 | $285k | 22k | 12.71 |
| 2015-12-31 | $245k | 22k | 10.94 |
| 2015-09-30 | $13k | 1.1k | 11.57 |
| 2015-03-31 | $15k | 1.1k | 13.64 |