Ibex Wealth Advisors »

Caretrust Reit shares owned by Ibex Wealth Advisors

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

Historical chart of Ibex Wealth Advisors investment in Caretrust Reit

Tip: Access up to 7 years of quarterly data

All positions including Caretrust Reit held by Ibex Wealth Advisors 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 Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.0M 230k 34.68
2025-06-30 $6.9M 227k 30.60

More positions owned by Ibex Wealth Advisors

Nvidia Corp Common Stock (NVDA)
Broadcom Common Stock (AVGO)
Palantir Technologies Common Stock (PLTR)
Microsoft Corp Common Stock (MSFT)
Applovin Corp Common Stock (APP)
Apple Common Stock (AAPL)
Williams Cos Common Stock (WMB)
Amazon Common Stock (AMZN)
Jackson Financial Common Stock (JXN)
At&t Common Stock (T)
Meta Platforms Common Stock (META)
U S Treasury MF Closed and MF Open (TBIL)
Vertiv Holdings Common Stock (VRT)
Alphabet Common Stock (GOOGL)
Abbvie Common Stock (ABBV)

View all positions for Ibex Wealth 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