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Westside Investment Management’s CareTrust REIT CTRE Stock Holding History

Westside Investment 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
2019
Q2 		$58.8K Buy
+2,500
New +$60.6K 0.02% 281
2018
Q4 		$14.2K Buy
+700
New +$13K 0.01% 412

Other funds holding CTRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westside Investment Management's CTRE Position: Q2 2019 in Review

Westside Investment Management opened a new position in CareTrust REIT (CTRE) in Q2 2019: 2,500 shares worth $58.8K. The stake represents 0.02% of the portfolio and ranks #281 among its holdings. This is a return to the name: Westside Investment Management previously reported a position in CTRE as recently as Q4 2018.

Westside Investment Management first reported a position in CTRE in Q4 2018 and has held it in 2 quarters since. 250 funds tracked by Wall St. Rank hold CTRE as of Q2 2019.

  • Westside Investment Management held 2,500 shares of CareTrust REIT worth $58.8K as of Q2 2019.
  • CareTrust REIT was a new Westside Investment Management position in Q2 2019.
  • CareTrust REIT made up 0.02% of Westside Investment Management's portfolio in Q2 2019, its #281 holding.
  • Westside Investment Management first reported a position in CareTrust REIT in Q4 2018 and has held it in 2 quarters since.
  • 250 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2019.

Based on Westside Investment Management's 13F filing for Q2 2019, filed 24 Jul 2019.