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Key Financial Inc

SEC CIK
0001801720
Latest filing
Jul 24, 2026

CTRE holding history

CareTrust REIT, Inc. in every 13F filed by Key Financial Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CTRE overviewAll 13F holders of CTREFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q2 2023
Holdings of CTRE by Key Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−194−100.0%Sold outHolders
Q1 2026194$7.11K<0.1%00.0%UnchangedHolders
Q4 2025194$7.01K<0.1%00.0%UnchangedHolders
Q3 2025194$6.84K<0.1%−243−55.6%ReducedHolders
Q2 2025437$13.4K<0.1%+243+125.3%AddedHolders
Q1 2025194$5.54K<0.1%00.0%UnchangedHolders
Q4 2024194$5.25K<0.1%00.0%UnchangedHolders
Q3 2024194$5.99K<0.1%00.0%UnchangedHolders
Q2 2024194$4.87K<0.1%00.0%UnchangedHolders
Q1 2024194$4.73K<0.1%00.0%UnchangedHolders
Q4 2023194$4.34K<0.1%00.0%UnchangedHolders
Q3 2023194$3.98K<0.1%00.0%UnchangedHolders
Q2 2023194$3.85K<0.1%+194NewHolders