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Personal CFO Solutions’s CareTrust REIT CTRE Stock Holding History

Personal CFO Solutions’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
Q1 		$249K Sell
6,713
-386
-5% -$14.8K 0.03% 444
2025
Q4 		$257K Buy
7,099
+558
+9% +$20K 0.04% 423
2025
Q3 		$227K Buy
+6,541
New +$215K 0.04% 451

Other funds holding CTRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Personal CFO Solutions's CTRE Position: Q1 2026 in Review

Personal CFO Solutions reduced its CareTrust REIT (CTRE) stake by 5.4% in Q1 2026, selling an estimated $14.8K and leaving 6,713 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #444.

Personal CFO Solutions first reported a position in CTRE in Q3 2025 and has held it in 3 quarters since. The position peaked at $257K in Q4 2025. 490 funds tracked by Wall St. Rank hold CTRE as of Q1 2026.

  • Personal CFO Solutions held 6,713 shares of CareTrust REIT worth $249K as of Q1 2026.
  • Personal CFO Solutions sold 386 CareTrust REIT shares in Q1 2026, an estimated $14.8K.
  • CareTrust REIT made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #444 holding.
  • Personal CFO Solutions first reported a position in CareTrust REIT in Q3 2025 and has held it in 3 quarters since.
  • Personal CFO Solutions's CareTrust REIT position peaked at $257K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held CareTrust REIT as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.