Physician Wealth Advisors’s CareTrust REIT CTRE Stock Holding History

Physician Wealth Advisors’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	$3.43K	Buy	85 +2	+2%	+$79	﹤0.01%	1266
2026 Q1	$3.04K	Buy	83 +6	+8%	+$230	﹤0.01%	1176
2025 Q4	$2.79K	Buy	77 +25	+48%	+$896	﹤0.01%	1156
2025 Q3	$1.8K	Buy	52 +25	+93%	+$822	﹤0.01%	1276
2025 Q2	$827	Hold	27	–	–	﹤0.01%	1541
2025 Q1	$772	Hold	27	–	–	﹤0.01%	1247
2024 Q4	$731	Buy	+27	New	+$807	﹤0.01%	1020
2021 Q2	–	Sell	-11,721	Closed	-$285K	–	153
2021 Q1	$285K	Buy	11,721 +1,963	+20%	+$45.1K	0.09%	114
2020 Q4	$218K	Buy	+9,758	New	+$192K	0.07%	131

Other funds holding CTRE

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 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

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

AHIA

Andrew Hill Investment Advisors Naples, Florida $135M AUM 50.1% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Physician Wealth Advisors's CTRE Position: Q2 2026 in Review

Physician Wealth Advisors increased its CareTrust REIT (CTRE) stake by 2.4% in Q2 2026, buying an estimated $79 and bringing the position to 85 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Physician Wealth Advisors first reported a position in CTRE in Q4 2020 and has held it in 9 quarters since. The position peaked at $285K in Q1 2021. 59 funds tracked by Wall St. Rank hold CTRE as of Q2 2026.

Physician Wealth Advisors held 85 shares of CareTrust REIT worth $3.43K as of Q2 2026.
Physician Wealth Advisors bought 2 CareTrust REIT shares in Q2 2026, an estimated $79.
CareTrust REIT made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1266 holding.
Physician Wealth Advisors first reported a position in CareTrust REIT in Q4 2020 and has held it in 9 quarters since.
Physician Wealth Advisors's CareTrust REIT position peaked at $285K in Q1 2021.
59 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.