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Savvy Advisors Inc’s CareTrust REIT CTRE Stock Holding History

Savvy Advisors Inc’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 		$442K Buy
10,948
+3,020
+38% +$119K 0.01% 826
2026
Q1 		$291K Sell
7,928
-988
-11% -$38K 0.01% 887
2025
Q4 		$322K Buy
+8,916
New +$320K 0.01% 740

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's CTRE Position: Q2 2026 in Review

Savvy Advisors Inc increased its CareTrust REIT (CTRE) stake by 38% in Q2 2026, buying an estimated $119K and bringing the position to 10,948 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #826.

Savvy Advisors Inc first reported a position in CTRE in Q4 2025 and has held it in 3 quarters since. 518 funds tracked by Wall St. Rank hold CTRE as of Q2 2026.

  • Savvy Advisors Inc held 10,948 shares of CareTrust REIT worth $442K as of Q2 2026.
  • Savvy Advisors Inc bought 3,020 CareTrust REIT shares in Q2 2026, an estimated $119K.
  • CareTrust REIT made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #826 holding.
  • Savvy Advisors Inc first reported a position in CareTrust REIT in Q4 2025 and has held it in 3 quarters since.
  • 518 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.