Caretrust Reit shares owned by Balance Wealth
Quarter-by-quarter ownership of Caretrust Reit (CTRE) shares owned by Balance Wealth
from 13F filings
Historical chart of Balance Wealth investment in Caretrust Reit
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Quarterly reported holdings in Caretrust Reit by Balance Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $580k | 16k | 36.16 |
| 2025-09-30 | $481k | 14k | 34.68 |
| 2025-06-30 | $425k | 14k | 30.60 |
| 2025-03-31 | $437k | 15k | 28.58 |