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Nations Financial Group’s CareTrust REIT CTRE Stock Holding History

Nations Financial Group’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 		$448K Buy
11,111
+269
+2% +$10.6K 0.02% 565
2026
Q1 		$397K Sell
10,842
-90
-0.8% -$3.46K 0.02% 592
2025
Q4 		$395K Buy
10,932
+82
+0.8% +$2.94K 0.02% 569
2025
Q3 		$376K Sell
10,850
-283
-3% -$9.31K 0.02% 543
2025
Q2 		$341K Buy
11,133
+12
+0.1% +$346 0.02% 539
2025
Q1 		$318K Buy
11,121
+1,132
+11% +$30.4K 0.02% 523
2024
Q4 		$270K Buy
9,989
+982
+11% +$29.3K 0.02% 575
2024
Q3 		$278K Buy
+9,007
New +$255K 0.02% 577

Other funds holding CTRE

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
CG
Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Nations Financial Group's CTRE Position: Q2 2026 in Review

Nations Financial Group increased its CareTrust REIT (CTRE) stake by 2.5% in Q2 2026, buying an estimated $10.6K and bringing the position to 11,111 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #565.

Nations Financial Group first reported a position in CTRE in Q3 2024 and has held it in 8 quarters since. 92 funds tracked by Wall St. Rank hold CTRE as of Q2 2026.

  • Nations Financial Group held 11,111 shares of CareTrust REIT worth $448K as of Q2 2026.
  • Nations Financial Group bought 269 CareTrust REIT shares in Q2 2026, an estimated $10.6K.
  • CareTrust REIT made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #565 holding.
  • Nations Financial Group first reported a position in CareTrust REIT in Q3 2024 and has held it in 8 quarters since.
  • 92 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.