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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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. 102 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.
102 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.