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Anchor Investment Management’s CareTrust REIT CTRE Stock Holding History

Anchor Investment Management’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
Q1 		$255K Buy
6,963
+83
+1% +$3.19K 0.02% 347
2025
Q4 		$249K Sell
6,880
-40
-0.6% -$1.43K 0.02% 350
2025
Q3 		$240K Sell
6,920
-61
-0.9% -$2.01K 0.02% 352
2025
Q2 		$214K Buy
6,981
+1,441
+26% +$41.6K 0.02% 361
2025
Q1 		$158K Buy
+5,540
New +$149K 0.01% 397

Other funds holding CTRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Anchor Investment Management's CTRE Position: Q1 2026 in Review

Anchor Investment Management increased its CareTrust REIT (CTRE) stake by 1.2% in Q1 2026, buying an estimated $3.19K and bringing the position to 6,963 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #347.

Anchor Investment Management first reported a position in CTRE in Q1 2025 and has held it in 5 quarters since. 490 funds tracked by Wall St. Rank hold CTRE as of Q1 2026.

  • Anchor Investment Management held 6,963 shares of CareTrust REIT worth $255K as of Q1 2026.
  • Anchor Investment Management bought 83 CareTrust REIT shares in Q1 2026, an estimated $3.19K.
  • CareTrust REIT made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #347 holding.
  • Anchor Investment Management first reported a position in CareTrust REIT in Q1 2025 and has held it in 5 quarters since.
  • 490 funds tracked by Wall St. Rank held CareTrust REIT as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.