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Caretrust Reit shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Caretrust Reit (CTRE) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Caretrust Reit

Tip: Access up to 7 years of quarterly data

All positions including Caretrust Reit held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caretrust Reit by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $342k 16k 21.27
2023-09-30 $263k 13k 20.50
2023-06-30 $245k 12k 19.86
2023-03-31 $209k 11k 19.58
2022-12-31 $212k 11k 18.58

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

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