SEC 13F Intelligence

Flatrock Wealth Partners LLC / CTRE

Flatrock Wealth Partners LLC’s Caretrust Reit Inc Position

Does Flatrock Wealth Partners LLC own Caretrust Reit Inc (CTRE)? Yes216.2K shares worth $8M (+3.79% of its 13F portfolio) as of Q1 2026.

Position Value
$8M
Q1 2026
Shares
216.2K
% of Portfolio
+3.79%
Quarters Held
1
currently held

Position History CTRE

Reported value by quarter
Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026216.2K$8M+3.79%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Flatrock Wealth Partners LLC’s full portfolio or all institutional holders of CTRE.