Farmers & Merchants Investments Inc’s CareTrust REIT CTRE Stock Holding History

Farmers & Merchants Investments Inc’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	$7.87K	Buy	195 +5	+3%	+$196	﹤0.01%	875
2026 Q1	$6.96K	Buy	190 +90	+90%	+$3.46K	﹤0.01%	875
2025 Q4	$3.62K	Hold	100	–	–	﹤0.01%	1064
2025 Q3	$3.47K	Buy	100 +10	+11%	+$329	﹤0.01%	1087
2025 Q2	$2.75K	Hold	90	–	–	﹤0.01%	1120
2025 Q1	$2.57K	Buy	90 +22	+32%	+$591	﹤0.01%	1132
2024 Q4	$1.84K	Hold	68	–	–	﹤0.01%	1211
2024 Q3	$2.1K	Hold	68	–	–	﹤0.01%	1162
2024 Q2	$1.71K	Hold	68	–	–	﹤0.01%	1218
2024 Q1	$1.66K	Hold	68	–	–	﹤0.01%	1214
2023 Q4	$1.52K	Hold	68	–	–	﹤0.01%	1257
2023 Q3	$1.39K	Hold	68	–	–	﹤0.01%	1228
2023 Q2	$1.35K	Hold	68	–	–	﹤0.01%	1276
2023 Q1	$1.33K	Hold	68	–	–	﹤0.01%	1254
2022 Q4	$1.26K	Hold	68	–	–	﹤0.01%	1291
2022 Q3	$1K	Buy	+68	New	+$1.39K	﹤0.01%	1215

Other funds holding CTRE

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Farmers & Merchants Investments Inc's CTRE Position: Q2 2026 in Review

Farmers & Merchants Investments Inc increased its CareTrust REIT (CTRE) stake by 2.6% in Q2 2026, buying an estimated $196 and bringing the position to 195 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Farmers & Merchants Investments Inc first reported a position in CTRE in Q3 2022 and has held it in 16 quarters since. 239 funds tracked by Wall St. Rank hold CTRE as of Q2 2026.

Farmers & Merchants Investments Inc held 195 shares of CareTrust REIT worth $7.87K as of Q2 2026.
Farmers & Merchants Investments Inc bought 5 CareTrust REIT shares in Q2 2026, an estimated $196.
CareTrust REIT made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #875 holding.
Farmers & Merchants Investments Inc first reported a position in CareTrust REIT in Q3 2022 and has held it in 16 quarters since.
239 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.