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Caretrust Reit shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe Advisors investment in Caretrust Reit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caretrust Reit by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.1M 232k 34.69
2025-06-30 $5.8M 189k 30.60
2025-03-31 $5.2M 181k 28.58

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Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Lennox International (LII)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)

View all positions for Beacon Pointe Advisors

Top funds holding Caretrust Reit

BlackRock
Vanguard Group
Cohen & Steers Capital Management
State Street Corporation
FMR
Wellington Management Company
Geode Capital Management
Charles Schwab Investment Management
Invesco
Daiwa Securities Group
Alyeska Investment Group
T. Rowe Price Investment Management
Dimensional Fund Advisors
Northern Trust
Nuveen

View all funds holding Caretrust Reit