StackStone Wealth’s CareTrust REIT CTRE Stock Holding History

StackStone Wealth’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 Q3	$282K	Buy	+7,702	New	+$308K	0.03%	292

Other funds holding CTRE

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

StackStone Wealth's CTRE Position: Q3 2026 in Review

StackStone Wealth opened a new position in CareTrust REIT (CTRE) in Q3 2026: 7,702 shares worth $282K. The stake represents 0.03% of the portfolio and ranks #292 among its holdings.

137 funds tracked by Wall St. Rank hold CTRE as of Q3 2026.

StackStone Wealth held 7,702 shares of CareTrust REIT worth $282K as of Q3 2026.
CareTrust REIT was a new StackStone Wealth position in Q3 2026.
CareTrust REIT made up 0.03% of StackStone Wealth's portfolio in Q3 2026, its #292 holding.
137 funds tracked by Wall St. Rank held CareTrust REIT as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.