Bartlett & Co Wealth Management’s CareTrust REIT CTRE Stock Holding History

Bartlett & Co 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	$164K	Buy	+4,014	New	+$158K	﹤0.01%	526

Other funds holding CTRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bartlett & Co Wealth Management's CTRE Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in CareTrust REIT (CTRE) in Q2 2026: 4,014 shares worth $164K. The stake represents ﹤0.01% of the portfolio and ranks #526 among its holdings.

512 funds tracked by Wall St. Rank hold CTRE as of Q2 2026.

Bartlett & Co Wealth Management held 4,014 shares of CareTrust REIT worth $164K as of Q2 2026.
CareTrust REIT was a new Bartlett & Co Wealth Management position in Q2 2026.
CareTrust REIT made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #526 holding.
512 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.