Caretrust Reit shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of Caretrust Reit (CTRE) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants investment in Caretrust Reit
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Quarterly reported holdings in Caretrust Reit by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $560k | 16k | 36.16 |
| 2025-09-30 | $516k | 15k | 34.68 |
| 2025-06-30 | $455k | 15k | 30.60 |
| 2025-03-31 | $408k | 14k | 28.91 |
| 2024-12-31 | $333k | 13k | 26.52 |
| 2024-09-30 | $363k | 12k | 30.86 |
| 2024-06-30 | $307k | 12k | 25.72 |
| 2024-03-31 | $294k | 12k | 24.66 |
| 2023-12-31 | $263k | 12k | 21.52 |
| 2023-09-30 | $282k | 13k | 21.54 |
| 2023-06-30 | $252k | 13k | 20.12 |
| 2023-03-31 | $217k | 7.2k | 29.95 |
| 2022-12-31 | $138k | 7.2k | 19.05 |
| 2022-09-30 | $85k | 4.7k | 18.12 |
| 2022-06-30 | $67k | 3.6k | 18.66 |
| 2022-03-31 | $67k | 3.5k | 19.36 |
| 2021-12-31 | $54k | 2.4k | 22.74 |