Bellars Harris Wealth Management, LLC’s CareTrust REIT CTRE Stock Holding History

Bellars Harris Wealth Management, 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 Q2	$9.33M	Buy	+231,313	New	+$9.09M	1.9%	16

Other funds holding CTRE

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's CTRE Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in CareTrust REIT (CTRE) in Q2 2026: 231,313 shares worth $9.33M. The stake represents 1.9% of the portfolio and ranks #16 among its holdings.

192 funds tracked by Wall St. Rank hold CTRE as of Q2 2026.

Bellars Harris Wealth Management, LLC held 231,313 shares of CareTrust REIT worth $9.33M as of Q2 2026.
CareTrust REIT was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
CareTrust REIT made up 1.9% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #16 holding.
192 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.