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GC Wealth Management RIA’s CareTrust REIT CTRE Stock Holding History

GC Wealth Management RIA’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 		– Sell
-7,489
Closed -$260K – 587
2025
Q3 		$260K Buy
+7,489
New +$246K 0.01% 749

Other funds holding CTRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GC Wealth Management RIA's CTRE Position: Q4 2025 in Review

GC Wealth Management RIA sold out of CareTrust REIT (CTRE) in Q4 2025, closing a stake of 7,489 shares — an estimated $260K sold.

GC Wealth Management RIA first reported a position in CTRE in Q3 2025 and held it in 1 quarter. The position peaked at $260K in Q3 2025. 463 funds tracked by Wall St. Rank hold CTRE as of Q4 2025.

  • GC Wealth Management RIA reported no remaining CareTrust REIT position as of Q4 2025 after selling out during the quarter.
  • GC Wealth Management RIA sold 7,489 CareTrust REIT shares in Q4 2025, an estimated $260K.
  • GC Wealth Management RIA first reported a position in CareTrust REIT in Q3 2025 and held it in 1 quarter.
  • GC Wealth Management RIA's CareTrust REIT position peaked at $260K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held CareTrust REIT as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.