Permanent Capital Management’s CareTrust REIT CTRE Stock Holding History

Permanent Capital 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	$355K	Buy	+8,710	New	+$342K	0.05%	125

Other funds holding CTRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Permanent Capital Management's CTRE Position: Q2 2026 in Review

Permanent Capital Management opened a new position in CareTrust REIT (CTRE) in Q2 2026: 8,710 shares worth $355K. The stake represents 0.05% of the portfolio and ranks #125 among its holdings.

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

Permanent Capital Management held 8,710 shares of CareTrust REIT worth $355K as of Q2 2026.
CareTrust REIT was a new Permanent Capital Management position in Q2 2026.
CareTrust REIT made up 0.05% of Permanent Capital Management's portfolio in Q2 2026, its #125 holding.
512 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.