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Spire Wealth Management’s CareTrust REIT CTRE Stock Holding History

Spire Wealth Management’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 		$57.2K Buy
1,418
+800
+129% +$31.4K ﹤0.01% 1142
2026
Q1 		$22.6K Sell
618
-3
-0.5% -$115 ﹤0.01% 1387
2025
Q4 		$22.5K Buy
621
+604
+3,553% +$21.7K ﹤0.01% 1440
2025
Q3 		$590 Hold
17
– – ﹤0.01% 2337
2025
Q2 		$520 Buy
+17
New +$490 ﹤0.01% 2364
2024
Q4 		– Sell
-17
Closed -$525 – 2455
2024
Q3 		$525 Buy
+17
New +$481 ﹤0.01% 2150

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 $3.37T AUM 44.26% 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

Spire Wealth Management's CTRE Position: Q2 2026 in Review

Spire Wealth Management increased its CareTrust REIT (CTRE) stake by 129% in Q2 2026, buying an estimated $31.4K and bringing the position to 1,418 shares worth $57.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Spire Wealth Management first reported a position in CTRE in Q3 2024 and has held it in 6 quarters since. 512 funds tracked by Wall St. Rank hold CTRE as of Q2 2026.

  • Spire Wealth Management held 1,418 shares of CareTrust REIT worth $57.2K as of Q2 2026.
  • Spire Wealth Management bought 800 CareTrust REIT shares in Q2 2026, an estimated $31.4K.
  • CareTrust REIT made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1142 holding.
  • Spire Wealth Management first reported a position in CareTrust REIT in Q3 2024 and has held it in 6 quarters since.
  • 512 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.