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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
Q2 		$279K Buy
6,857
+144
+2% +$5.66K 0.04% 422
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Personal CFO Solutions's CTRE Position: Q2 2026 in Review

Personal CFO Solutions increased its CareTrust REIT (CTRE) stake by 2.1% in Q2 2026, buying an estimated $5.66K and bringing the position to 6,857 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #422.

Personal CFO Solutions first reported a position in CTRE in Q3 2025 and has held it in 4 quarters since. 515 funds tracked by Wall St. Rank hold CTRE as of Q2 2026.

  • Personal CFO Solutions held 6,857 shares of CareTrust REIT worth $279K as of Q2 2026.
  • Personal CFO Solutions bought 144 CareTrust REIT shares in Q2 2026, an estimated $5.66K.
  • CareTrust REIT made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #422 holding.
  • Personal CFO Solutions first reported a position in CareTrust REIT in Q3 2025 and has held it in 4 quarters since.
  • 515 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.