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Creative Planning CTRE Position History
CareTrust REIT, Inc. • Real Estate
Quarters held
8
Latest value
$4.1M
Q3 2026
Peak value
$4.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3K |
| Q3 2025 | $2.9M |
| Q4 2025 | $3.3M |
| Q1 2026 | $3.7M |
| Q2 2026 | $6K |
| Q2 2026 | $4.5M |
| Q3 2026 | $3K |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 113.1K | — | — |
| Q3 2026 | $3K | 83 | — | — |
| Q2 2026 | $4.5M | 111.0K | — | — |
| Q2 2026 | $6K | 140 | — | — |
| Q1 2026 | $3.7M | 101.2K | — | — |
| Q4 2025 | $3.3M | 90.1K | — | — |
| Q3 2025 | $2.9M | 84.5K | — | — |
| Q3 2025 | $3K | 83 | — | — |
Other funds holding CTRE
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$121.6M