CI
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CX Institutional’s CareTrust REIT CTRE Stock Holding History

CX Institutional’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 		$1K Hold
25
– – ﹤0.01% 1512
2026
Q1 		$1K Hold
25
– – ﹤0.01% 1494
2025
Q4 		$1K Buy
+25
New +$896 ﹤0.01% 1444

Other funds holding CTRE

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
AHIA
Andrew Hill Investment Advisors Naples, Florida $135M AUM 50.1% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

CX Institutional's CTRE Position: Q2 2026 in Review

CX Institutional held its CareTrust REIT (CTRE) position steady in Q2 2026 at 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

CX Institutional first reported a position in CTRE in Q4 2025 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold CTRE as of Q2 2026.

  • CX Institutional held 25 shares of CareTrust REIT worth $1K as of Q2 2026.
  • CX Institutional left its CareTrust REIT share count unchanged in Q2 2026.
  • CareTrust REIT made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1512 holding.
  • CX Institutional first reported a position in CareTrust REIT in Q4 2025 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.