Milestone Asset Management »

Caretrust Reit shares owned by Milestone Asset Management

Quarter-by-quarter ownership of Caretrust Reit (CTRE) shares owned by Milestone Asset Management from 13F filings

Historical chart of Milestone Asset Management investment in Caretrust Reit

Tip: Access up to 7 years of quarterly data

All positions including Caretrust Reit held by Milestone Asset Management 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 Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $683k 20k 34.68
2025-06-30 $786k 26k 30.60
2025-03-31 $996k 35k 28.58
2024-12-31 $863k 32k 27.05
2024-09-30 $952k 31k 30.86
2024-06-30 $698k 28k 25.10
2024-03-31 $266k 11k 24.37

More positions owned by Milestone Asset Management

Spdr Series Trust Bloomberg Invt (FLRN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr TRS FLT RT BD (TFLO)
Etf Ser Solutions Lha Mkt St Tactl (MSTB)
Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)

View all positions for Milestone Asset Management

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