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Angeles Wealth Management’s CareTrust REIT CTRE Stock Holding History

Angeles Wealth 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
Q2 		$621K Sell
15,234
-43
-0.3% -$1.69K 0.03% 235
2026
Q1 		$566K Buy
15,277
+253
+2% +$9.72K 0.03% 214
2025
Q4 		$548K Buy
+15,024
New +$539K 0.03% 193

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

Angeles Wealth Management's CTRE Position: Q2 2026 in Review

Angeles Wealth Management reduced its CareTrust REIT (CTRE) stake by 0.28% in Q2 2026, selling an estimated $1.69K and leaving 15,234 shares worth $621K. The position accounts for 0.03% of the portfolio, ranked #235.

Angeles Wealth Management first reported a position in CTRE in Q4 2025 and has held it in 3 quarters since. 516 funds tracked by Wall St. Rank hold CTRE as of Q2 2026.

  • Angeles Wealth Management held 15,234 shares of CareTrust REIT worth $621K as of Q2 2026.
  • Angeles Wealth Management sold 43 CareTrust REIT shares in Q2 2026, an estimated $1.69K.
  • CareTrust REIT made up 0.03% of Angeles Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Angeles Wealth Management first reported a position in CareTrust REIT in Q4 2025 and has held it in 3 quarters since.
  • 516 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.