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Caretrust Reit shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Caretrust Reit (CTRE) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Caretrust Reit

Tip: Access up to 7 years of quarterly data

All positions including Caretrust Reit held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caretrust Reit by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $326k 15k 22.38
2023-09-30 $269k 13k 20.50
2023-06-30 $218k 11k 19.86
2023-03-31 $216k 11k 19.58
2022-12-31 $215k 12k 18.58
2022-09-30 $202k 11k 18.07
2022-06-30 $205k 11k 18.42

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Caretrust Reit

Vanguard Group
Wellington Management Company
Bank of New York Mellon
Millennium Management
Charles Schwab Investment Management
Dimensional Fund Advisors
William Blair Investment Management
Jpmorgan Chase & Co
Deutsche Bank Aktiengesellschaft
Alyeska Investment Group
Marshall Wace
Brookfield Asset Management
Legal & General Group
Two Sigma Investments
Schonfeld Strategic Advisors

View all funds holding Caretrust Reit