Salomon & Ludwin’s CareTrust REIT CTRE Stock Holding History

Salomon & Ludwin’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	–	Sell	-1,713	Closed	-$61.8K	–	2123
2025 Q4	$61.8K	Buy	1,713 +188	+12%	+$6.74K	0.01%	349
2025 Q3	$54.1K	Buy	+1,525	New	+$50.1K	﹤0.01%	369

Other funds holding CTRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Salomon & Ludwin's CTRE Position: Q1 2026 in Review

Salomon & Ludwin sold out of CareTrust REIT (CTRE) in Q1 2026, closing a stake of 1,713 shares — an estimated $61.8K sold.

Salomon & Ludwin first reported a position in CTRE in Q3 2025 and held it in 2 quarters. The position peaked at $61.8K in Q4 2025. 491 funds tracked by Wall St. Rank hold CTRE as of Q1 2026.

Salomon & Ludwin reported no remaining CareTrust REIT position as of Q1 2026 after selling out during the quarter.
Salomon & Ludwin sold 1,713 CareTrust REIT shares in Q1 2026, an estimated $61.8K.
Salomon & Ludwin first reported a position in CareTrust REIT in Q3 2025 and held it in 2 quarters.
Salomon & Ludwin's CareTrust REIT position peaked at $61.8K in Q4 2025.
491 funds tracked by Wall St. Rank held CareTrust REIT as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.