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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CTRE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CTRE Position History
CareTrust REIT, Inc. • Real Estate
Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$1.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $656K |
| Q4 2025 | $718K |
| Q1 2026 | $685K |
| Q2 2026 | $790K |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 32.6K | — | — |
| Q2 2026 | $790K | 19.7K | — | — |
| Q1 2026 | $685K | 17.9K | — | — |
| Q4 2025 | $718K | 19.6K | — | — |
| Q3 2025 | $656K | 19.0K | — | — |
Other funds holding CTRE
$507M
$507M
$445.7M
$416.6M
$154.5M
$137.8M
$121.6M