Flatrock Wealth Partners »

Caretrust Reit shares owned by Flatrock Wealth Partners

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

Historical chart of Flatrock Wealth Partners investment in Caretrust Reit

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caretrust Reit by Flatrock Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $10M 277k 37.04

More positions owned by Flatrock Wealth Partners

Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Fundamental Intl (FNDF)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Caretrust Reit (CTRE)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (BIL)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard World Energy Etf (VDE)
Ea Series Trust Alpha Architect (AAEQ)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Flatrock Wealth Partners

Top funds holding Caretrust Reit

BlackRock
Vanguard Group
Vanguard Portfolio Management
Cohen & Steers Capital Management
State Street Corporation
Wellington Management Company
FMR
Vanguard Capital Management
T. Rowe Price Investment Management
Geode Capital Management
Nuveen
Charles Schwab Investment Management
Invesco
Deutsche Bank Aktiengesellschaft
Dimensional Fund Advisors

View all funds holding Caretrust Reit