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Arkadios Wealth Advisors’s CareTrust REIT CTRE Stock Holding History

Arkadios 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
Q1 		$229K Buy
6,259
+173
+3% +$6.64K ﹤0.01% 1504
2025
Q4 		$220K Buy
+6,086
New +$218K ﹤0.01% 1404
2020
Q2 		– Sell
-90
Closed -$1.33K – 981
2020
Q1 		$1.33K Hold
90
– – ﹤0.01% 952
2019
Q4 		$2.05K Buy
+90
New +$1.97K ﹤0.01% 818

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

Arkadios Wealth Advisors's CTRE Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its CareTrust REIT (CTRE) stake by 2.8% in Q1 2026, buying an estimated $6.64K and bringing the position to 6,259 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Arkadios Wealth Advisors first reported a position in CTRE in Q4 2019 and has held it in 4 quarters since. 490 funds tracked by Wall St. Rank hold CTRE as of Q1 2026.

  • Arkadios Wealth Advisors held 6,259 shares of CareTrust REIT worth $229K as of Q1 2026.
  • Arkadios Wealth Advisors bought 173 CareTrust REIT shares in Q1 2026, an estimated $6.64K.
  • CareTrust REIT made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1504 holding.
  • Arkadios Wealth Advisors first reported a position in CareTrust REIT in Q4 2019 and has held it in 4 quarters since.
  • 490 funds tracked by Wall St. Rank held CareTrust REIT as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.