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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Savvy Advisors Inc's CTRE Position: Q1 2026 in Review

Savvy Advisors Inc reduced its CareTrust REIT (CTRE) stake by 11% in Q1 2026, selling an estimated $38K and leaving 7,928 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #887.

Savvy Advisors Inc first reported a position in CTRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $322K in Q4 2025. 490 funds tracked by Wall St. Rank hold CTRE as of Q1 2026.

  • Savvy Advisors Inc held 7,928 shares of CareTrust REIT worth $291K as of Q1 2026.
  • Savvy Advisors Inc sold 988 CareTrust REIT shares in Q1 2026, an estimated $38K.
  • CareTrust REIT made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #887 holding.
  • Savvy Advisors Inc first reported a position in CareTrust REIT in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's CareTrust REIT position peaked at $322K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held CareTrust REIT as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.