HIMS
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Hager Investment Management Services’s CareTrust REIT CTRE Stock Holding History

Hager Investment Management Services’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 		$17K Buy
422
+25
+6% +$982 0.01% 218
2026
Q1 		$14.6K Hold
397
– – 0.01% 216
2025
Q4 		$14.4K Buy
+397
New +$14.2K 0.01% 201

Other funds holding CTRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Hager Investment Management Services's CTRE Position: Q2 2026 in Review

Hager Investment Management Services increased its CareTrust REIT (CTRE) stake by 6.3% in Q2 2026, buying an estimated $982 and bringing the position to 422 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #218.

Hager Investment Management Services first reported a position in CTRE in Q4 2025 and has held it in 3 quarters since. 512 funds tracked by Wall St. Rank hold CTRE as of Q2 2026.

  • Hager Investment Management Services held 422 shares of CareTrust REIT worth $17K as of Q2 2026.
  • Hager Investment Management Services bought 25 CareTrust REIT shares in Q2 2026, an estimated $982.
  • CareTrust REIT made up 0.01% of Hager Investment Management Services's portfolio in Q2 2026, its #218 holding.
  • Hager Investment Management Services first reported a position in CareTrust REIT in Q4 2025 and has held it in 3 quarters since.
  • 512 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.