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IFP Advisors’s CareTrust REIT CTRE Stock Holding History

IFP 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
Q2 		$38.5K Buy
953
+37
+4% +$1.45K ﹤0.01% 2563
2026
Q1 		$33.6K Buy
916
+6
+0.7% +$230 ﹤0.01% 2478
2025
Q4 		$32.9K Sell
910
-6
-0.7% -$215 ﹤0.01% 2437
2025
Q3 		$31.8K Buy
916
+47
+5% +$1.55K ﹤0.01% 2320
2025
Q2 		$28.3K Buy
869
+269
+45% +$7.76K ﹤0.01% 2358
2025
Q1 		$17.1K Buy
+600
New +$16.1K ﹤0.01% 2357
2023
Q2 		– Sell
-1,000
Closed -$16.6K – 3467
2023
Q1 		$16.6K Sell
1,000
-1,927
-66% -$37.7K ﹤0.01% 2092
2022
Q4 		$49K Buy
2,927
+26
+0.9% +$485 ﹤0.01% 2257
2022
Q3 		$51K Buy
2,901
+1,942
+203% +$39.6K ﹤0.01% 2350
2022
Q2 		$18K Hold
959
– – ﹤0.01% 2931
2022
Q1 		$18K Sell
959
-808
-46% -$15.9K ﹤0.01% 2931
2021
Q4 		$40K Buy
1,767
+714
+68% +$15.1K ﹤0.01% 1639
2021
Q3 		$21K Sell
1,053
-248
-19% -$5.6K ﹤0.01% 1955
2021
Q2 		$31K Buy
1,301
+13
+1% +$306 ﹤0.01% 1725
2021
Q1 		$31K Sell
1,288
-21
-2% -$482 ﹤0.01% 1645
2020
Q4 		$29K Buy
1,309
+163
+14% +$3.21K ﹤0.01% 1652
2020
Q3 		$21K Buy
1,146
+313
+38% +$5.69K ﹤0.01% 1619
2020
Q2 		$14K Sell
833
-271
-25% -$4.73K ﹤0.01% 1689
2020
Q1 		$18K Buy
1,104
+506
+85% +$10K ﹤0.01% 1521
2019
Q4 		$12K Sell
598
-969
-62% -$21.2K ﹤0.01% 1835
2019
Q3 		$37K Buy
+1,567
New +$36.8K ﹤0.01% 1495
2019
Q1 		– Sell
-3,793
Closed -$70K – 2559
2018
Q4 		$70K Sell
3,793
-2,604
-41% -$48.5K ﹤0.01% 1400
2018
Q3 		$113K Buy
6,397
+7
+0.1% +$123 ﹤0.01% 1397
2018
Q2 		$107K Buy
+6,390
New +$96K ﹤0.01% 1441
2017
Q2 		– Sell
-86
Closed -$1K – 4096
2017
Q1 		$1K Hold
86
– – ﹤0.01% 3778
2016
Q4 		$1K Buy
+86
New +$1.23K ﹤0.01% 3761

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

IFP Advisors's CTRE Position: Q2 2026 in Review

IFP Advisors increased its CareTrust REIT (CTRE) stake by 4% in Q2 2026, buying an estimated $1.45K and bringing the position to 953 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2563.

IFP Advisors first reported a position in CTRE in Q4 2016 and has held it in 26 quarters since. The position peaked at $113K in Q3 2018. 512 funds tracked by Wall St. Rank hold CTRE as of Q2 2026.

  • IFP Advisors held 953 shares of CareTrust REIT worth $38.5K as of Q2 2026.
  • IFP Advisors bought 37 CareTrust REIT shares in Q2 2026, an estimated $1.45K.
  • CareTrust REIT made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2563 holding.
  • IFP Advisors first reported a position in CareTrust REIT in Q4 2016 and has held it in 26 quarters since.
  • IFP Advisors's CareTrust REIT position peaked at $113K in Q3 2018.
  • 512 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.