Back to CTRE
Moran Wealth Management, LLC → CTRE
Moran Wealth Management, LLC CTRE Position History
CareTrust REIT, Inc. • Real Estate
Quarters held
8
Latest value
$1.2M
Q3 2026
Peak value
$2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2M |
| Q4 2025 | $2K |
| Q1 2026 | $1.2M |
| Q1 2026 | $2K |
| Q2 2026 | $1.3M |
| Q2 2026 | $2K |
| Q3 2026 | $2K |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 31.9K | — | — |
| Q3 2026 | $2K | 53 | — | — |
| Q2 2026 | $2K | 48 | — | — |
| Q2 2026 | $1.3M | 31.8K | — | — |
| Q1 2026 | $2K | 48 | — | — |
| Q1 2026 | $1.2M | 32.5K | — | — |
| Q4 2025 | $2K | 48 | — | — |
| Q4 2025 | $2M | 54.2K | — | — |
Other funds holding CTRE
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$121.6M