Dimensional Fund Advisors’s CareTrust REIT CTRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$138M Buy
3,408,439
+75,187
+2% +$2.95M 0.02% 946
2026
Q1
$122M Buy
3,333,252
+61,417
+2% +$2.36M 0.03% 928
2025
Q4
$118M Buy
3,271,835
+171,245
+6% +$6.14M 0.02% 949
2025
Q3
$108M Buy
3,100,590
+468,719
+18% +$15.4M 0.02% 1002
2025
Q2
$80.5M Buy
2,631,871
+49,802
+2% +$1.44M 0.02% 1177
2025
Q1
$73.8M Buy
2,582,069
+138,240
+6% +$3.71M 0.02% 1197
2024
Q4
$66.1M Buy
2,443,829
+325,217
+15% +$9.71M 0.02% 1341
2024
Q3
$65.4M Buy
2,118,612
+61,787
+3% +$1.75M 0.02% 1345
2024
Q2
$51.6M Buy
2,056,825
+281,120
+16% +$6.96M 0.01% 1441
2024
Q1
$43.3M Buy
1,775,705
+145,110
+9% +$3.27M 0.01% 1564
2023
Q4
$36.5M Buy
1,630,595
+227,775
+16% +$5.04M 0.01% 1651
2023
Q3
$28.8M Sell
1,402,820
-2,955
-0.2% -$59.8K 0.01% 1714
2023
Q2
$27.9M Buy
1,405,775
+30,650
+2% +$599K 0.01% 1738
2023
Q1
$26.9M Buy
1,375,125
+39,792
+3% +$778K 0.01% 1755
2022
Q4
$24.8K Buy
1,335,333
+8,881
+0.7% +$166K 0.01% 1753
2022
Q3
$24M Sell
1,326,452
-16,812
-1% -$343K 0.01% 1717
2022
Q2
$24.8M Sell
1,343,264
-3,303
-0.2% -$58.6K 0.01% 1740
2022
Q1
$26M Sell
1,346,567
-50,020
-4% -$986K 0.01% 1830
2021
Q4
$31.9M Sell
1,396,587
-17,649
-1% -$374K 0.01% 1726
2021
Q3
$28.7M Buy
1,414,236
+9,449
+0.7% +$213K 0.01% 1810
2021
Q2
$32.6M Sell
1,404,787
-3,216
-0.2% -$75.7K 0.01% 1772
2021
Q1
$32.8M Sell
1,408,003
-17,137
-1% -$393K 0.01% 1742
2020
Q4
$31.6M Sell
1,425,140
-39,615
-3% -$780K 0.01% 1722
2020
Q3
$26.1M Sell
1,464,755
-5,996
-0.4% -$109K 0.01% 1702
2020
Q2
$25.2M Buy
1,470,751
+14,598
+1% +$255K 0.01% 1737
2020
Q1
$21.5M Buy
1,456,153
+8,361
+0.6% +$166K 0.01% 1692
2019
Q4
$29.9M Buy
1,447,792
+29,091
+2% +$637K 0.01% 1823
2019
Q3
$33.3M Buy
1,418,701
+65,481
+5% +$1.54M 0.01% 1721
2019
Q2
$32.2M Buy
1,353,220
+91,982
+7% +$2.23M 0.01% 1780
2019
Q1
$29.6M Buy
1,261,238
+31,857
+3% +$698K 0.01% 1835
2018
Q4
$22.7M Buy
1,229,381
+80,010
+7% +$1.49M 0.01% 1919
2018
Q3
$20.4M Buy
1,149,371
+24,700
+2% +$435K 0.01% 2105
2018
Q2
$18.8M Buy
1,124,671
+37,941
+3% +$570K 0.01% 2134
2018
Q1
$14.6M Buy
1,086,730
+50,537
+5% +$748K 0.01% 2215
2017
Q4
$17.4M Buy
1,036,193
+52,948
+5% +$979K 0.01% 2132
2017
Q3
$18.7M Buy
983,245
+34,038
+4% +$637K 0.01% 2086
2017
Q2
$17.6M Buy
949,207
+79,261
+9% +$1.43M 0.01% 2095
2017
Q1
$14.6M Buy
869,946
+161,951
+23% +$2.51M 0.01% 2152
2016
Q4
$10.8M Buy
707,995
+123,183
+21% +$1.76M 0.01% 2265
2016
Q3
$8.64M Buy
584,812
+61,723
+12% +$906K ﹤0.01% 2311
2016
Q2
$7.21M Buy
523,089
+37,456
+8% +$495K ﹤0.01% 2356
2016
Q1
$6.17M Buy
485,633
+33,484
+7% +$371K ﹤0.01% 2415
2015
Q4
$4.95M Sell
452,149
-19,696
-4% -$218K ﹤0.01% 2520
2015
Q3
$5.36M Sell
471,845
-48,204
-9% -$584K ﹤0.01% 2492
2015
Q2
$6.59M Sell
520,049
-53,065
-9% -$694K ﹤0.01% 2457
2015
Q1
$7.77M Sell
573,114
-16,358
-3% -$211K ﹤0.01% 2363
2014
Q4
$7.27M Buy
589,472
+39,639
+7% +$583K ﹤0.01% 2409
2014
Q3
$7.86M Sell
549,833
-27,498
-5% -$466K 0.01% 2335
2014
Q2
$11.4M Buy
+577,331
New +$10.5M 0.01% 2122

Other funds holding CTRE

Dimensional Fund Advisors's CTRE Position: Q2 2026 in Review

Dimensional Fund Advisors increased its CareTrust REIT (CTRE) stake by 2.3% in Q2 2026, buying an estimated $2.95M and bringing the position to 3,408,439 shares worth $138M. The position accounts for 0.02% of the portfolio, ranked #946.

Dimensional Fund Advisors first reported a position in CTRE in Q2 2014 and has held it in 49 quarters since. 512 funds tracked by Wall St. Rank hold CTRE as of Q2 2026.

  • Dimensional Fund Advisors held 3,408,439 shares of CareTrust REIT worth $138M as of Q2 2026.
  • Dimensional Fund Advisors bought 75,187 CareTrust REIT shares in Q2 2026, an estimated $2.95M.
  • CareTrust REIT made up 0.02% of Dimensional Fund Advisors's portfolio in Q2 2026, its #946 holding.
  • Dimensional Fund Advisors first reported a position in CareTrust REIT in Q2 2014 and has held it in 49 quarters since.
  • 512 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.