PERSONAL CFO SOLUTIONS, LLC

Position in CTRE — CareTrust REIT, Inc.

CIK 1677501 CHESTER, NJ

Position in CTRE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$276,679

+$30,648 QoQ

Shares Held

6,857

+2.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#355

of 510 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Real Estate · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $2,487,584 across 3 REIT - Healthcare Facilities names. CTRE ranks #3 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	5,728	$1,300,084
2	VTR	Ventas, Inc.	10,257	$910,821
3	CTRE	CareTrust REIT, Inc. This page	6,857	$276,679

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$276,679	6,857	+2.1%	Shares	Sole	2026-08-07
2026-03-31	$246,031	6,713	-5.4%	Shares	Sole	2026-04-30
2025-12-31	$256,699	7,099	+8.5%	Shares	Defined	2026-01-22
2025-09-30	$226,841	6,541	—	Shares	Defined	2025-11-10
No filing history on record for this holder in this stock.