SEC 13F Intelligence

Westside Investment Management, Inc. / CTRE

Westside Investment Management, Inc.’s Caretrust Reit Inc Position

Does Westside Investment Management, Inc. own Caretrust Reit Inc (CTRE)? Not currently — the last reported position was 2.5K shares worth $17M in Q2 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$17M
Q2 2019
Shares
2.5K
% of Portfolio
+0.04%
Quarters Held
2
position exited

Position History CTRE

Reported value by quarter
Q4 ’18: $14,231Q4 ’18Q2 ’19: $17MQ2 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20192.5K$17M+0.04%
Q4 2018700$14,231+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Westside Investment Management, Inc.’s full portfolio or all institutional holders of CTRE.