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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
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 $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

Angeles Wealth Management's CTRE Position: Q1 2026 in Review

Angeles Wealth Management increased its CareTrust REIT (CTRE) stake by 1.7% in Q1 2026, buying an estimated $9.72K and bringing the position to 15,277 shares worth $566K. The position accounts for 0.03% of the portfolio, ranked #214.

Angeles Wealth Management first reported a position in CTRE in Q4 2025 and has held it in 2 quarters since. 490 funds tracked by Wall St. Rank hold CTRE as of Q1 2026.

  • Angeles Wealth Management held 15,277 shares of CareTrust REIT worth $566K as of Q1 2026.
  • Angeles Wealth Management bought 253 CareTrust REIT shares in Q1 2026, an estimated $9.72K.
  • CareTrust REIT made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #214 holding.
  • Angeles Wealth Management first reported a position in CareTrust REIT in Q4 2025 and has held it in 2 quarters since.
  • 490 funds tracked by Wall St. Rank held CareTrust REIT as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.