TWM
CTRE icon

Tradition Wealth Management’s CareTrust REIT CTRE Stock Holding History

Tradition 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
2024
Q1 		– Sell
-208
Closed -$5K – 557
2023
Q4 		$5K Buy
208
+2
+1% +$44 ﹤0.01% 1145
2023
Q3 		$4K Buy
206
+3
+1% +$61 ﹤0.01% 1222
2023
Q2 		$4K Buy
203
+3
+2% +$59 ﹤0.01% 1255
2023
Q1 		$4K Hold
200
– – ﹤0.01% 1196
2022
Q4 		$4K Hold
200
– – ﹤0.01% 1076
2022
Q3 		$4K Hold
200
– – ﹤0.01% 1097
2022
Q2 		$4K Hold
200
– – ﹤0.01% 987
2022
Q1 		$4K Buy
+200
New +$3.94K ﹤0.01% 1066

Other funds holding CTRE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return