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TD Private Client Wealth’s CareTrust REIT CTRE Stock Holding History

TD Private Client 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
Q1 		$3.04K Sell
83
-34
-29% -$1.31K ﹤0.01% 1244
2025
Q4 		$4.23K Hold
117
– – ﹤0.01% 1177
2025
Q3 		$4.06K Buy
+117
New +$3.85K ﹤0.01% 1162
2021
Q3 		– Sell
-82
Closed -$1.91K – 1218
2021
Q2 		$1.91K Buy
+82
New +$1.93K ﹤0.01% 1047

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

TD Private Client Wealth's CTRE Position: Q1 2026 in Review

TD Private Client Wealth reduced its CareTrust REIT (CTRE) stake by 29% in Q1 2026, selling an estimated $1.31K and leaving 83 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

TD Private Client Wealth first reported a position in CTRE in Q2 2021 and has held it in 4 quarters since. The position peaked at $4.23K in Q4 2025. 490 funds tracked by Wall St. Rank hold CTRE as of Q1 2026.

  • TD Private Client Wealth held 83 shares of CareTrust REIT worth $3.04K as of Q1 2026.
  • TD Private Client Wealth sold 34 CareTrust REIT shares in Q1 2026, an estimated $1.31K.
  • CareTrust REIT made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1244 holding.
  • TD Private Client Wealth first reported a position in CareTrust REIT in Q2 2021 and has held it in 4 quarters since.
  • TD Private Client Wealth's CareTrust REIT position peaked at $4.23K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held CareTrust REIT as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.