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Farther Finance Advisors’s CareTrust REIT CTRE Stock Holding History

Farther Finance Advisors’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
Q3 		$195K Buy
5,330
+303
+6% +$12.1K ﹤0.01% 2315
2026
Q2 		$203K Sell
5,027
-1,078
-18% -$42.3K ﹤0.01% 2226
2026
Q1 		$227K Sell
6,105
-656
-10% -$25.2K ﹤0.01% 1932
2025
Q4 		$244K Buy
6,761
+5,269
+353% +$189K ﹤0.01% 1790
2025
Q3 		$51.7K Buy
1,492
+640
+75% +$21K ﹤0.01% 2420
2025
Q2 		$26.1K Sell
852
-635
-43% -$18.3K ﹤0.01% 2514
2025
Q1 		$42.3K Sell
1,487
-14,296
-91% -$384K ﹤0.01% 1980
2024
Q4 		$427K Buy
15,783
+2,526
+19% +$75.5K 0.02% 647
2024
Q3 		$409K Buy
13,257
+30
+0.2% +$849 0.02% 675
2024
Q2 		$333K Hold
13,227
– – 0.02% 632
2024
Q1 		$321K Hold
13,227
– – 0.02% 519
2023
Q4 		$296K Buy
13,227
+10
+0.1% +$221 0.02% 448
2023
Q3 		$271K Buy
+13,217
New +$267K 0.04% 314

Other funds holding CTRE

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors's CTRE Position: Q3 2026 in Review

Farther Finance Advisors increased its CareTrust REIT (CTRE) stake by 6% in Q3 2026, buying an estimated $12.1K and bringing the position to 5,330 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

Farther Finance Advisors first reported a position in CTRE in Q3 2023 and has held it in 13 quarters since. The position peaked at $427K in Q4 2024. 12 funds tracked by Wall St. Rank hold CTRE as of Q3 2026.

  • Farther Finance Advisors held 5,330 shares of CareTrust REIT worth $195K as of Q3 2026.
  • Farther Finance Advisors bought 303 CareTrust REIT shares in Q3 2026, an estimated $12.1K.
  • CareTrust REIT made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2315 holding.
  • Farther Finance Advisors first reported a position in CareTrust REIT in Q3 2023 and has held it in 13 quarters since.
  • Farther Finance Advisors's CareTrust REIT position peaked at $427K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held CareTrust REIT as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.