JPL Wealth Management’s CareTrust REIT CTRE Stock Holding History

JPL Wealth Management’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	$1.13K	Hold	28	–	–	﹤0.01%	1263
2026 Q1	$1.03K	Buy	+28	New	+$1.08K	﹤0.01%	1216

Other funds holding CTRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JPL Wealth Management's CTRE Position: Q2 2026 in Review

JPL Wealth Management held its CareTrust REIT (CTRE) position steady in Q2 2026 at 28 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

JPL Wealth Management first reported a position in CTRE in Q1 2026 and has held it in 2 quarters since. 512 funds tracked by Wall St. Rank hold CTRE as of Q2 2026.

JPL Wealth Management held 28 shares of CareTrust REIT worth $1.13K as of Q2 2026.
JPL Wealth Management left its CareTrust REIT share count unchanged in Q2 2026.
CareTrust REIT made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1263 holding.
JPL Wealth Management first reported a position in CareTrust REIT in Q1 2026 and has held it in 2 quarters since.
512 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.