Cerity Partners
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Cerity Partners’s CareTrust REIT CTRE Stock Holding History

Cerity Partners’s Portfolio CTRE Stock Details CTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.12M Buy
36,640
+27,706
+310% +$848K ﹤0.01% 1467
2025
Q1 		$255K Buy
+8,934
New +$255K ﹤0.01% 2098
2023
Q2 		– Sell
-2,385
Closed -$548K – 1711
2023
Q1 		$548K Buy
+2,385
New +$548K ﹤0.01% 1256