CIBC Private Wealth Group
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CIBC Private Wealth Group’s CareTrust REIT CTRE Stock Holding History

CIBC Private Wealth Group’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
Q4 		$53.6K Sell
1,481
-323
-18% -$11.6K ﹤0.01% 1751
2025
Q3 		$62.6K Buy
+1,804
New +$59.3K ﹤0.01% 1688
2024
Q4 		– Sell
-799
Closed -$24.6K – 3031
2024
Q3 		$24.6K Buy
+799
New +$22.6K ﹤0.01% 2068

Other funds holding CTRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIBC Private Wealth Group's CTRE Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its CareTrust REIT (CTRE) stake by 18% in Q4 2025, selling an estimated $11.6K and leaving 1,481 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

CIBC Private Wealth Group first reported a position in CTRE in Q3 2024 and has held it in 3 quarters since. The position peaked at $62.6K in Q3 2025. 463 funds tracked by Wall St. Rank hold CTRE as of Q4 2025.

  • CIBC Private Wealth Group held 1,481 shares of CareTrust REIT worth $53.6K as of Q4 2025.
  • CIBC Private Wealth Group sold 323 CareTrust REIT shares in Q4 2025, an estimated $11.6K.
  • CareTrust REIT made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1751 holding.
  • CIBC Private Wealth Group first reported a position in CareTrust REIT in Q3 2024 and has held it in 3 quarters since.
  • CIBC Private Wealth Group's CareTrust REIT position peaked at $62.6K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held CareTrust REIT as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.