Root Financial Partners’s CareTrust REIT CTRE Stock Holding History

Root Financial Partners’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	$4.24K	Buy	+116	New	+$4.64K	﹤0.01%	2287

Other funds holding CTRE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Root Financial Partners's CTRE Position: Q3 2026 in Review

Root Financial Partners opened a new position in CareTrust REIT (CTRE) in Q3 2026: 116 shares worth $4.24K. The stake represents ﹤0.01% of the portfolio and ranks #2287 among its holdings.

411 funds tracked by Wall St. Rank hold CTRE as of Q3 2026.

Root Financial Partners held 116 shares of CareTrust REIT worth $4.24K as of Q3 2026.
CareTrust REIT was a new Root Financial Partners position in Q3 2026.
CareTrust REIT made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2287 holding.
411 funds tracked by Wall St. Rank held CareTrust REIT as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.