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MassMutual Private Wealth & Trust’s CareTrust REIT CTRE Stock Holding History

MassMutual Private Wealth & Trust’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 		$37.1K Buy
919
+36
+4% +$1.41K ﹤0.01% 891
2026
Q1 		$32.4K Buy
883
+136
+18% +$5.22K ﹤0.01% 917
2025
Q4 		$27K Buy
747
+20
+3% +$717 ﹤0.01% 1002
2025
Q3 		$25.2K Buy
727
+18
+3% +$592 ﹤0.01% 1022
2025
Q2 		$21.7K Buy
709
+61
+9% +$1.76K ﹤0.01% 1076
2025
Q1 		$18.5K Buy
648
+369
+132% +$9.91K ﹤0.01% 1054
2024
Q4 		$7.55K Buy
279
+142
+104% +$4.24K ﹤0.01% 1370
2024
Q3 		$4.23K Hold
137
– – ﹤0.01% 1429
2024
Q2 		$3.44K Hold
137
– – ﹤0.01% 1446
2024
Q1 		$3.34K Buy
137
+10
+8% +$226 ﹤0.01% 1389
2023
Q4 		$2.84K Hold
127
– – ﹤0.01% 1400
2023
Q3 		$2.6K Hold
127
– – ﹤0.01% 1431
2023
Q2 		$2.52K Hold
127
– – ﹤0.01% 1406
2023
Q1 		$2.49K Sell
127
-96
-43% -$1.88K ﹤0.01% 1353
2022
Q4 		$4K Hold
223
– – ﹤0.01% 1053
2022
Q3 		$4K Buy
223
+96
+76% +$1.96K ﹤0.01% 999
2022
Q2 		$2K Sell
127
-89
-41% -$1.58K ﹤0.01% 1117
2022
Q1 		$4K Buy
+216
New +$4.26K ﹤0.01% 966

Other funds holding CTRE

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MassMutual Private Wealth & Trust's CTRE Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its CareTrust REIT (CTRE) stake by 4.1% in Q2 2026, buying an estimated $1.41K and bringing the position to 919 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

MassMutual Private Wealth & Trust first reported a position in CTRE in Q1 2022 and has held it in 18 quarters since. 155 funds tracked by Wall St. Rank hold CTRE as of Q2 2026.

  • MassMutual Private Wealth & Trust held 919 shares of CareTrust REIT worth $37.1K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 36 CareTrust REIT shares in Q2 2026, an estimated $1.41K.
  • CareTrust REIT made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #891 holding.
  • MassMutual Private Wealth & Trust first reported a position in CareTrust REIT in Q1 2022 and has held it in 18 quarters since.
  • 155 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.