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Atwood & Palmer’s CareTrust REIT CTRE Stock Holding History

Atwood & Palmer’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
2025
Q3 		– Sell
-296
Closed -$9.06K – 499
2025
Q2 		$9.06K Buy
+296
New +$8.54K ﹤0.01% 402
2021
Q3 		– Sell
-1,200
Closed -$28K – 428
2021
Q2 		$28K Hold
1,200
– – ﹤0.01% 264
2021
Q1 		$28K Buy
+1,200
New +$27.6K ﹤0.01% 259

Other funds holding CTRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Atwood & Palmer's CTRE Position: Q3 2025 in Review

Atwood & Palmer sold out of CareTrust REIT (CTRE) in Q3 2025, closing a stake of 296 shares — an estimated $9.06K sold.

Atwood & Palmer first reported a position in CTRE in Q1 2021 and held it in 3 quarters. The position peaked at $28K in Q2 2021. 437 funds tracked by Wall St. Rank hold CTRE as of Q3 2025.

  • Atwood & Palmer reported no remaining CareTrust REIT position as of Q3 2025 after selling out during the quarter.
  • Atwood & Palmer sold 296 CareTrust REIT shares in Q3 2025, an estimated $9.06K.
  • Atwood & Palmer first reported a position in CareTrust REIT in Q1 2021 and held it in 3 quarters.
  • Atwood & Palmer's CareTrust REIT position peaked at $28K in Q2 2021.
  • 437 funds tracked by Wall St. Rank held CareTrust REIT as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.