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Caretrust Reit shares owned by Angeles Wealth Management

Quarter-by-quarter ownership of Caretrust Reit (CTRE) shares owned by Angeles Wealth Management from 13F filings

Historical chart of Angeles Wealth Management investment in Caretrust Reit

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All positions including Caretrust Reit held by Angeles Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caretrust Reit by Angeles Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $548k 15k 36.50

More positions owned by Angeles Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Msci Japan Etf (EWJ)
Spdr Series Trust State Street Spd (SJNK)

View all positions for Angeles Wealth Management

Top funds holding Caretrust Reit

BlackRock
Vanguard Group
Cohen & Steers Capital Management
State Street Corporation
FMR
Wellington Management Company
T. Rowe Price Investment Management
Geode Capital Management
Charles Schwab Investment Management
Invesco
Dimensional Fund Advisors
Norges Bank Investment Management
Nuveen
Northern Trust
Bank of New York Mellon

View all funds holding Caretrust Reit