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Independent Financial Group’s CareTrust REIT CTRE Stock Holding History

Independent Financial Group’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 		$211K Buy
+5,233
New +$206K ﹤0.01% 1450

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
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Independent Financial Group's CTRE Position: Q2 2026 in Review

Independent Financial Group opened a new position in CareTrust REIT (CTRE) in Q2 2026: 5,233 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1450 among its holdings.

475 funds tracked by Wall St. Rank hold CTRE as of Q2 2026.

  • Independent Financial Group held 5,233 shares of CareTrust REIT worth $211K as of Q2 2026.
  • CareTrust REIT was a new Independent Financial Group position in Q2 2026.
  • CareTrust REIT made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1450 holding.
  • 475 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.