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Retirement Wealth Solutions’s CareTrust REIT CTRE Stock Holding History

Retirement Wealth 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
Q3 		$3K Sell
82
-2
-2% -$80 ﹤0.01% 509
2026
Q2 		$3.39K Hold
84
– – ﹤0.01% 422
2026
Q1 		$3.08K Sell
84
-29
-26% -$1.11K ﹤0.01% 409
2025
Q4 		$4.09K Hold
113
– – ﹤0.01% 341
2025
Q3 		$3.92K Buy
+113
New +$3.72K ﹤0.01% 346

Other funds holding CTRE

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Retirement Wealth Solutions's CTRE Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its CareTrust REIT (CTRE) stake by 2.4% in Q3 2026, selling an estimated $80 and leaving 82 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Retirement Wealth Solutions first reported a position in CTRE in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.09K in Q4 2025. 12 funds tracked by Wall St. Rank hold CTRE as of Q3 2026.

  • Retirement Wealth Solutions held 82 shares of CareTrust REIT worth $3K as of Q3 2026.
  • Retirement Wealth Solutions sold 2 CareTrust REIT shares in Q3 2026, an estimated $80.
  • CareTrust REIT made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #509 holding.
  • Retirement Wealth Solutions first reported a position in CareTrust REIT in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's CareTrust REIT position peaked at $4.09K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held CareTrust REIT as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.