Moody Lynn & Lieberson’s CareTrust REIT CTRE Stock Holding History

Moody Lynn & Lieberson’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	$283K	Buy	+7,022	New	+$276K	0.01%	225

Other funds holding CTRE

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Moody Lynn & Lieberson's CTRE Position: Q2 2026 in Review

Moody Lynn & Lieberson opened a new position in CareTrust REIT (CTRE) in Q2 2026: 7,022 shares worth $283K. The stake represents 0.01% of the portfolio and ranks #225 among its holdings.

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

Moody Lynn & Lieberson held 7,022 shares of CareTrust REIT worth $283K as of Q2 2026.
CareTrust REIT was a new Moody Lynn & Lieberson position in Q2 2026.
CareTrust REIT made up 0.01% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #225 holding.
128 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.