ZBNA
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Zions Bancorporation, National Association’s CareTrust REIT CTRE Stock Holding History

Zions Bancorporation, National Association’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 		$1.98K Buy
49
+3
+7% +$118 ﹤0.01% 1306
2026
Q1 		$1.69K Buy
46
+7
+18% +$269 ﹤0.01% 1255
2025
Q4 		$1.41K Buy
+39
New +$1.4K ﹤0.01% 1023

Other funds holding CTRE

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Zions Bancorporation, National Association's CTRE Position: Q2 2026 in Review

Zions Bancorporation, National Association increased its CareTrust REIT (CTRE) stake by 6.5% in Q2 2026, buying an estimated $118 and bringing the position to 49 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

Zions Bancorporation, National Association first reported a position in CTRE in Q4 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold CTRE as of Q2 2026.

  • Zions Bancorporation, National Association held 49 shares of CareTrust REIT worth $1.98K as of Q2 2026.
  • Zions Bancorporation, National Association bought 3 CareTrust REIT shares in Q2 2026, an estimated $118.
  • CareTrust REIT made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #1306 holding.
  • Zions Bancorporation, National Association first reported a position in CareTrust REIT in Q4 2025 and has held it in 3 quarters since.
  • 146 funds tracked by Wall St. Rank held CareTrust REIT as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.