Moran Wealth Management
CTRE icon

Moran Wealth Management’s CareTrust REIT CTRE Stock Holding History

Moran 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
Q3 		$1.17M Buy
31,939
+58
+0.2% +$2.32K 0.03% 367
2026
Q2 		$1.29M Sell
31,881
-642
-2% -$25.2K 0.04% 364
2026
Q1 		$1.19M Sell
32,523
-21,679
-40% -$833K 0.04% 346
2025
Q4 		$1.96M Sell
54,202
-2,279
-4% -$81.7K 0.06% 288
2025
Q3 		$1.96M Sell
56,481
-1,588
-3% -$52.2K 0.06% 285
2025
Q2 		$1.78M Sell
58,069
-801
-1% -$23.1K 0.05% 290
2025
Q1 		$1.68M Sell
58,870
-386
-0.7% -$10.4K 0.06% 278
2024
Q4 		$1.6M Sell
59,256
-433
-0.7% -$12.9K 0.05% 263
2024
Q3 		$1.84M Sell
59,689
-112
-0.2% -$3.17K 0.06% 261
2024
Q2 		$1.5M Sell
59,801
-2,076
-3% -$51.4K 0.05% 259
2024
Q1 		$1.51M Buy
+61,877
New +$1.4M 0.05% 268
2023
Q4 		– Sell
-61,062
Closed -$1.25M – 423
2023
Q3 		$1.25M Buy
+61,062
New +$1.24M 0.05% 244

Other funds holding CTRE

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Castellan Group
Castellan Group Louisville, Kentucky $859M AUM 23.72% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Capital Square
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Moran Wealth Management's CTRE Position: Q3 2026 in Review

Moran Wealth Management increased its CareTrust REIT (CTRE) stake by 0.18% in Q3 2026, buying an estimated $2.32K and bringing the position to 31,939 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #367.

Moran Wealth Management first reported a position in CTRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.96M in Q4 2025. 81 funds tracked by Wall St. Rank hold CTRE as of Q3 2026.

  • Moran Wealth Management held 31,939 shares of CareTrust REIT worth $1.17M as of Q3 2026.
  • Moran Wealth Management bought 58 CareTrust REIT shares in Q3 2026, an estimated $2.32K.
  • CareTrust REIT made up 0.03% of Moran Wealth Management's portfolio in Q3 2026, its #367 holding.
  • Moran Wealth Management first reported a position in CareTrust REIT in Q3 2023 and has held it in 12 quarters since.
  • Moran Wealth Management's CareTrust REIT position peaked at $1.96M in Q4 2025.
  • 81 funds tracked by Wall St. Rank held CareTrust REIT as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.