MWM
CTRE icon

MFG Wealth Management’s CareTrust REIT CTRE Stock Holding History

MFG 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 		– Sell
-35,084
Closed -$1.29M – 64
2026
Q1 		$1.29M Buy
+35,084
New +$1.35M 1.07% 52

Other funds holding CTRE

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
AHIA
Andrew Hill Investment Advisors Naples, Florida $135M AUM 50.1% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

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

MFG Wealth Management sold out of CareTrust REIT (CTRE) in Q2 2026, closing a stake of 35,084 shares — an estimated $1.29M sold.

MFG Wealth Management first reported a position in CTRE in Q1 2026 and held it in 1 quarter. The position peaked at $1.29M in Q1 2026. 62 funds tracked by Wall St. Rank hold CTRE as of Q2 2026.

  • MFG Wealth Management reported no remaining CareTrust REIT position as of Q2 2026 after selling out during the quarter.
  • MFG Wealth Management sold 35,084 CareTrust REIT shares in Q2 2026, an estimated $1.29M.
  • MFG Wealth Management first reported a position in CareTrust REIT in Q1 2026 and held it in 1 quarter.
  • MFG Wealth Management's CareTrust REIT position peaked at $1.29M in Q1 2026.
  • 62 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.