Wipfli Financial Advisors’s CareTrust REIT CTRE Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$44K	Buy	+2,427	New	+$49.5K	﹤0.01%	1140

Other funds holding CTRE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Wipfli Financial Advisors's CTRE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in CareTrust REIT (CTRE) in Q3 2022: 2,427 shares worth $44K. The stake represents ﹤0.01% of the portfolio and ranks #1140 among its holdings.

238 funds tracked by Wall St. Rank hold CTRE as of Q3 2022.

Wipfli Financial Advisors held 2,427 shares of CareTrust REIT worth $44K as of Q3 2022.
CareTrust REIT was a new Wipfli Financial Advisors position in Q3 2022.
CareTrust REIT made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1140 holding.
238 funds tracked by Wall St. Rank held CareTrust REIT as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.