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Caretrust Reit shares owned by Traphagen Investment Advisors

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

Historical chart of Traphagen Investment Advisors investment in Caretrust Reit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caretrust Reit by Traphagen Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $232k 6.7k 34.68
2025-06-30 $205k 6.7k 30.60
2024-09-30 $206k 6.7k 30.86

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First Tr Exchange Traded Asdq Cln Edge (GRID)
Janus Detroit Str Tr Enderson Securi (JSI)
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Apple Om (AAPL)
Vanguard Scottsdale Fds Nter Term Treas (VGIT)
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Bitwise Bitcoin Etf Tr Hs Ben Int (BITB)
Vanguard Index Fds &p 500 Etf Shs (VOO)
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View all positions for Traphagen Investment 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