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Acumen Wealth Advisors’s CareTrust REIT CTRE Stock Holding History

Acumen Wealth Advisors’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 		$29K Buy
711
+81
+13% +$3.18K 0.01% 200
2026
Q1 		$23.3K Buy
630
+58
+10% +$2.23K 0.01% 204
2025
Q4 		$20.9K Buy
+572
New +$20.5K 0.01% 218

Other funds holding CTRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Acumen Wealth Advisors's CTRE Position: Q2 2026 in Review

Acumen Wealth Advisors increased its CareTrust REIT (CTRE) stake by 13% in Q2 2026, buying an estimated $3.18K and bringing the position to 711 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #200.

Acumen Wealth Advisors first reported a position in CTRE in Q4 2025 and has held it in 3 quarters since. 512 funds tracked by Wall St. Rank hold CTRE as of Q2 2026.

  • Acumen Wealth Advisors held 711 shares of CareTrust REIT worth $29K as of Q2 2026.
  • Acumen Wealth Advisors bought 81 CareTrust REIT shares in Q2 2026, an estimated $3.18K.
  • CareTrust REIT made up 0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #200 holding.
  • Acumen Wealth Advisors first reported a position in CareTrust REIT in Q4 2025 and has held it in 3 quarters since.
  • 512 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.