Kula Investments’s CareTrust REIT CTRE Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-32,144	Closed	-$597K	–	654
2022 Q4	$597K	Buy	+32,144	New	+$600K	0.18%	167

Other funds holding CTRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kula Investments's CTRE Position: Q1 2023 in Review

Kula Investments sold out of CareTrust REIT (CTRE) in Q1 2023, closing a stake of 32,144 shares — an estimated $597K sold.

Kula Investments first reported a position in CTRE in Q4 2022 and held it in 1 quarter. The position peaked at $597K in Q4 2022. 238 funds tracked by Wall St. Rank hold CTRE as of Q1 2023.

Kula Investments reported no remaining CareTrust REIT position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 32,144 CareTrust REIT shares in Q1 2023, an estimated $597K.
Kula Investments first reported a position in CareTrust REIT in Q4 2022 and held it in 1 quarter.
Kula Investments's CareTrust REIT position peaked at $597K in Q4 2022.
238 funds tracked by Wall St. Rank held CareTrust REIT as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.