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South Shore Capital Advisors’s CareTrust REIT CTRE Stock Holding History

South Shore Capital Advisors’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 		$293K Hold
8,000
– – 0.21% 107
2025
Q4 		$289K Buy
+8,000
New +$287K 0.21% 106

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

South Shore Capital Advisors's CTRE Position: Q1 2026 in Review

South Shore Capital Advisors held its CareTrust REIT (CTRE) position steady in Q1 2026 at 8,000 shares worth $293K. The position accounts for 0.21% of the portfolio, ranked #107.

South Shore Capital Advisors first reported a position in CTRE in Q4 2025 and has held it in 2 quarters since. 490 funds tracked by Wall St. Rank hold CTRE as of Q1 2026.

  • South Shore Capital Advisors held 8,000 shares of CareTrust REIT worth $293K as of Q1 2026.
  • South Shore Capital Advisors left its CareTrust REIT share count unchanged in Q1 2026.
  • CareTrust REIT made up 0.21% of South Shore Capital Advisors's portfolio in Q1 2026, its #107 holding.
  • South Shore Capital Advisors first reported a position in CareTrust REIT in Q4 2025 and has held it in 2 quarters since.
  • 490 funds tracked by Wall St. Rank held CareTrust REIT as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.