STACKSTONE WEALTH, LLC’s CareTrust REIT CTRE Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio CTRE Stock Details CTRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$282K	Buy	+7,702	New	+$308K	0.03%	292

Other funds holding CTRE

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Castellan Group Louisville, Kentucky $859M AUM 23.72% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

WGS

Washington Growth Strategies Washington, District of Columbia $183M AUM 21.53% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

STACKSTONE WEALTH, LLC's CTRE Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in CareTrust REIT (CTRE) in Q3 2026: 7,702 shares worth $282K. The stake represents 0.03% of the portfolio and ranks #292 among its holdings.

53 funds tracked by Wall St. Rank hold CTRE as of Q3 2026.

STACKSTONE WEALTH, LLC held 7,702 shares of CareTrust REIT worth $282K as of Q3 2026.
CareTrust REIT was a new STACKSTONE WEALTH, LLC position in Q3 2026.
CareTrust REIT made up 0.03% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #292 holding.
53 funds tracked by Wall St. Rank held CareTrust REIT as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.