MOODY LYNN LIEBERSON & WALKER, LLC CTRE — CARETRUST REIT INC

Ownership history in MOODY LYNN LIEBERSON & WALKER, LLC  ·  2 quarters on record

AI Ownership Summary

MOODY LYNN LIEBERSON & WALKER, LLC reported CARETRUST REIT INC (CTRE) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows CTRE at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CTRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY LYNN LIEBERSON & WALKER, LLC's position in CARETRUST REIT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

CTRE was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CTRE stock page MOODY LYNN LIEBERSON & WALKER, LLC fund profile MOODY LYNN LIEBERSON & WALKER, LLC full holdings
How MOODY LYNN LIEBERSON & WALKER, LLC held CTRE — position size vs. price
% of Fund (quarterly)    CTRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 7,022 — 0% 0.01% $257K 2026-10-14 $36.44
2026 Q2 INITIATED — — — 7,022 — — 0.01% $283K 2026-07-20 $42.00

🏢 Other funds also holding CTRE

As of 2026 Q3 — sorted by position size

Copeland Capital Management, LLC 3Y 7Y 1.39% Pensionfund Sabic 3Y 7Y 0.84% Pensionfund PDN 3Y 7Y 0.82% Seelaus Asset Management LLC 3Y 7Y 0.49% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.12% Hennion & Walsh Asset Management, Inc. 3Y 0.11% Sound Income Strategies, LLC 3Y 7Y 0.03% BAILARD, INC. 3Y 7Y 0.02% GAMMA Investing LLC 0.01% IFM Investors Pty Ltd 3Y 7Y 0.01%

FAQ About MOODY LYNN LIEBERSON & WALKER, LLC and CTRE

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOODY LYNN LIEBERSON & WALKER, LLC reported owning CTRE?

MOODY LYNN LIEBERSON & WALKER, LLC reported CTRE across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported CTRE position in MOODY LYNN LIEBERSON & WALKER, LLC's portfolio?

The largest reported portfolio weight for CTRE was 0.01% in 2026 Q2.

What is the latest reported CTRE position on this page?

The most recent filing on this page is 2026 Q3, when MOODY LYNN LIEBERSON & WALKER, LLC reported 7,022 shares, equal to 0.01% of portfolio, with an estimated market value of $257K.

What does the chart on this CTRE ownership page compare?

The chart compares MOODY LYNN LIEBERSON & WALKER, LLC's quarterly CTRE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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