Wealth Enhancement Advisory Services’s CareTrust REIT CTRE Stock Holding History

Wealth Enhancement Advisory Services’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	$790K	Buy	19,651 +1,771	+10%	+$69.6K	﹤0.01%	2265
2026 Q1	$685K	Sell	17,880 -1,705	-9%	-$65.5K	﹤0.01%	2082
2025 Q4	$718K	Buy	19,585 +613	+3%	+$22K	﹤0.01%	2194
2025 Q3	$656K	Buy	18,972 +7,967	+72%	+$262K	﹤0.01%	2139
2025 Q2	$343K	Buy	+11,005	New	+$317K	﹤0.01%	2536
2025 Q1	–	Sell	-7,527	Closed	-$204K	–	3019
2024 Q4	$204K	Buy	+7,527	New	+$225K	﹤0.01%	2682
2023 Q4	–	Sell	-10,487	Closed	-$215K	–	2363
2023 Q3	$215K	Buy	+10,487	New	+$212K	﹤0.01%	1959

Other funds holding CTRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealth Enhancement Advisory Services's CTRE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its CareTrust REIT (CTRE) stake by 9.9% in Q2 2026, buying an estimated $69.6K and bringing the position to 19,651 shares worth $790K. The position accounts for ﹤0.01% of the portfolio, ranked #2265.

Wealth Enhancement Advisory Services first reported a position in CTRE in Q3 2023 and has held it in 7 quarters since. 516 funds tracked by Wall St. Rank hold CTRE as of Q2 2026.

Wealth Enhancement Advisory Services held 19,651 shares of CareTrust REIT worth $790K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,771 CareTrust REIT shares in Q2 2026, an estimated $69.6K.
CareTrust REIT made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2265 holding.
Wealth Enhancement Advisory Services first reported a position in CareTrust REIT in Q3 2023 and has held it in 7 quarters since.
516 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.