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CTRE icon

Impact Investors’s CareTrust REIT CTRE Stock Holding History

Impact Investors’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
Q1 		$327K Buy
8,924
+1,988
+29% +$76.4K 0.23% 60
2025
Q4 		$251K Buy
6,936
+793
+13% +$28.4K 0.17% 81
2025
Q3 		$213K Buy
+6,143
New +$202K 0.14% 98

Other funds holding CTRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Impact Investors's CTRE Position: Q1 2026 in Review

Impact Investors increased its CareTrust REIT (CTRE) stake by 29% in Q1 2026, buying an estimated $76.4K and bringing the position to 8,924 shares worth $327K. The position accounts for 0.23% of the portfolio, ranked #60.

Impact Investors first reported a position in CTRE in Q3 2025 and has held it in 3 quarters since. 490 funds tracked by Wall St. Rank hold CTRE as of Q1 2026.

  • Impact Investors held 8,924 shares of CareTrust REIT worth $327K as of Q1 2026.
  • Impact Investors bought 1,988 CareTrust REIT shares in Q1 2026, an estimated $76.4K.
  • CareTrust REIT made up 0.23% of Impact Investors's portfolio in Q1 2026, its #60 holding.
  • Impact Investors first reported a position in CareTrust REIT in Q3 2025 and has held it in 3 quarters since.
  • 490 funds tracked by Wall St. Rank held CareTrust REIT as of Q1 2026.

Based on Impact Investors's 13F filing for Q1 2026, filed 29 Apr 2026.