Free Trial
→ The 7 Warning Signals Flashing Red Right Now (From American Alternative) (Ad)tc pixel Free CTRE Stock Alerts

CareTrust REIT (CTRE) Institutional Ownership

CareTrust REIT logo
$35.06 +0.13 (+0.36%)
As of 09:58 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for CareTrust REIT (NASDAQ:CTRE)

Current
Institutional Ownership
Percentage
87.77%
Number of
Institutional Buyers
(last 12 months)
317
Total
Institutional Inflows
(last 12 months)
$1.87B
Number of
Institutional Sellers
(last 12 months)
145
Total
Institutional Outflows
(last 12 months)
$854.08M
Get CTRE Insider Trade Alerts

Want to know when executives and insiders are buying or selling CareTrust REIT stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CTRE Institutional Buying and Selling by Quarter

CareTrust REIT Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/24/2025Sumitomo Mitsui DS Asset Management Company Ltd48,065$1.67M0.0%+20.9%0.022%
10/24/2025Oregon Public Employees Retirement Fund49,612$1.72M0.0%+13.8%0.023%
10/24/2025State of Alaska Department of Revenue214,192$7.43M0.1%+4.1%0.098%
10/23/2025Nisa Investment Advisors LLC35,234$1.24M0.0%-3.7%0.016%
10/23/2025Tributary Capital Management LLC758,874$26.32M1.2%+57.2%0.348%
10/23/2025SG Americas Securities LLC103,360$3.59M0.0%+2,459.7%0.047%
10/23/2025Castellan Group114,543$3.97M0.6%-2.7%0.053%
10/23/2025Moran Wealth Management LLC56,481$1.96M0.1%-2.7%0.026%
10/23/2025Park Avenue Securities LLC6,500$225K0.0%N/A0.003%
10/23/2025KLP Kapitalforvaltning AS47,500$1.66M0.0%+18.8%0.022%
10/22/2025 Louisiana State Employees Retirement System101,300$3.51M0.1%+13.1%0.046%
10/22/2025 Hennion & Walsh Asset Management Inc.46,942$1.63M0.1%+1.7%0.022%
10/22/2025 Longboard Asset Management LP7,246$251K0.4%N/A0.003%
10/22/2025 D.A. Davidson & CO.40,499$1.41M0.0%+1.6%0.019%
10/22/2025 Asset Management One Co. Ltd.437,249$15.16M0.0%+6.9%0.200%
10/21/2025 Brookwood Investment Group LLC10,963$380K0.0%N/A0.005%
10/21/2025 Salomon & Ludwin LLC1,525$54K0.0%N/A0.001%
10/20/2025 Allspring Global Investments Holdings LLC358,025$12.62M0.0%+31.1%0.164%
10/20/2025 VIRGINIA RETIREMENT SYSTEMS ET Al227,000$7.87M0.1%-31.8%0.104%
10/20/2025 Wealth Quarterback LLC8,955$311K0.1%+15.5%0.004%
10/17/2025 Copeland Capital Management LLC1,716,101$59.51M1.2%+350.9%0.787%
10/17/2025 Valicenti Advisory Services Inc.40,747$1.41M0.3%+2.2%0.019%
10/16/2025 Trust Co. of Toledo NA OH40,597$1.41M0.1%+7.2%0.019%
10/15/2025 CWM LLC16,958$588K0.0%+473.9%0.008%
10/15/2025 Milestone Asset Management LLC19,705$683K0.1%-23.3%0.009%
10/15/2025 Harbor Capital Advisors Inc.17,207$597K0.0%+5,813.1%0.008%
10/15/2025 World Investment Advisors23,104$801K0.0%+1.3%0.011%
10/15/2025 Vontobel Holding Ltd.14,900$517K0.0%-17.7%0.007%
10/15/2025 IFM Investors Pty Ltd34,354$1.20M0.0%+13.3%0.016%
10/15/2025 Andrew Hill Investment Advisors Inc.47,718$1.66M1.3%N/A0.022%
10/14/2025 Monument Capital Management7,537$261K0.1%-10.8%0.003%
10/14/2025 Yousif Capital Management LLC68,752$2.38M0.0%-4.7%0.032%
10/14/2025 Farther Finance Advisors LLC1,492$52K0.0%+75.1%0.001%
10/14/2025 OFI Invest Asset Management13,797$478K0.0%-13.8%0.006%
10/14/2025 Exchange Traded Concepts LLC4,327$150K0.0%+236.2%0.002%
10/10/2025 Sound Income Strategies LLC584,229$19.75M1.1%+2.4%0.268%
10/10/2025 Trust Point Inc.7,136$247K0.0%N/A0.003%
10/10/2025 Perpetual Ltd24,607$853K0.0%+31.5%0.011%
10/9/2025 Voya Investment Management LLC79,927$2.77M0.0%+33.3%0.037%
10/9/2025 Ausbil Investment Management Ltd5,584$197K0.1%N/A0.003%
10/2/2025 GAMMA Investing LLC6,061$210K0.0%+35.6%0.003%
9/26/2025Corient Private Wealth LLC20,729$634K0.0%-1.9%0.010%
9/24/2025Texas Permanent School Fund Corp332,039$10.16M0.1%+23.2%0.152%
9/4/2025Osaic Holdings Inc.49,735$1.52M0.0%+490.4%0.023%
8/26/2025Thrivent Financial for Lutherans274,415$8.40M0.0%+55.0%0.126%
8/19/2025Anchor Investment Management LLC6,981$214K0.0%+26.0%0.003%
8/19/2025Pitcairn Co.11,504$352K0.0%-16.0%0.006%
8/16/2025Public Sector Pension Investment Board653,499$20.00M0.1%+9.8%0.326%
8/16/2025Evergreen Capital Management LLC12,709$393K0.0%-10.3%0.006%
8/15/2025CANADA LIFE ASSURANCE Co464,071$14.20M0.0%+5.4%0.232%
8/15/2025Tower Research Capital LLC TRC 15,787$483K0.0%+392.3%0.008%
8/15/2025Corient Private Wealth LLC20,729$634K0.0%-1.9%0.010%
8/15/2025State of Tennessee Department of Treasury83,138$2.54M0.0%+2.9%0.042%
8/15/2025Captrust Financial Advisors12,070$369K0.0%+13.5%0.006%
8/15/2025Tidal Investments LLC46,150$1.41M0.0%+85.9%0.023%
8/15/2025Royal London Asset Management Ltd.903,697$27.65M0.1%-5.3%0.451%
8/15/2025Lazard Asset Management LLC144,607$4.42M0.0%+542.6%0.072%
8/15/2025EP Wealth Advisors LLC13,439$411K0.0%N/A0.007%
8/15/2025Engineers Gate Manager LP9,757$299K0.0%-89.9%0.005%
8/15/2025Benjamin Edwards Inc.77,114$2.36M0.0%-14.4%0.038%
8/15/2025BNP Paribas Financial Markets33,788$1.03M0.0%+7.1%0.017%
8/15/2025Boothbay Fund Management LLC141,018$4.32M0.1%-42.5%0.070%
8/15/2025Brevan Howard Capital Management LP6,660$204K0.0%N/A0.003%
8/15/2025Balyasny Asset Management L.P.895,251$27.40M0.0%-64.0%0.447%
8/15/2025Bank of America Corp DE896,561$27.44M0.0%+96.3%0.448%
8/15/2025Adage Capital Partners GP L.L.C.735,000$22.49M0.0%N/A0.367%
8/15/2025Ameriprise Financial Inc.655,018$20.05M0.0%-6.8%0.327%
8/14/2025Lighthouse Investment Partners LLC273,000$8.35M0.3%+30.6%0.136%
8/14/2025Jane Street Group LLC22,041$674K0.0%+6.6%0.011%
8/14/2025Raymond James Financial Inc.2,101,514$64.31M0.0%+19.1%1.049%
8/14/2025Quantinno Capital Management LP22,072$675K0.0%+15.0%0.011%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.103,620$3.17M0.0%-48.7%0.052%
8/14/2025Alliancebernstein L.P.637,559$19.51M0.0%-6.5%0.318%
8/14/2025The Manufacturers Life Insurance Company 99,624$3.05M0.0%-7.1%0.050%
8/14/2025Sei Investments Co.785,828$24.05M0.0%+104.8%0.392%
8/14/2025Nebula Research & Development LLC43,082$1.32M0.1%+15.0%0.022%
8/14/2025NewEdge Advisors LLC34,084$1.04M0.0%+1.4%0.017%
8/14/2025Qube Research & Technologies Ltd1,050,759$32.15M0.0%-15.8%0.525%
8/14/2025GRS Advisors LLC865,875$26.50M2.5%-38.8%0.432%
8/14/2025State Street Corp10,929,194$338.03M0.0%+2.1%5.456%
8/14/2025Daiwa Securities Group Inc.1,510,264$46.21M0.2%+2,245.5%0.754%
8/14/2025 Balance Wealth LLC13,880$425K0.2%-9.2%0.007%
8/14/2025 Cerity Partners LLC36,640$1.12M0.0%+310.1%0.018%
8/13/2025Gabelli Funds LLC229,801$7.03M0.0%N/A0.115%
8/13/2025Gamco Investors INC. ET AL54,149$1.66M0.0%N/A0.027%
8/13/2025Jump Financial LLC30,283$927K0.0%-88.7%0.015%
8/13/2025SageView Advisory Group LLC11,900$364K0.0%+2.9%0.006%
8/13/2025Amundi176,356$5.41M0.0%-4.9%0.088%
8/13/2025Mirabella Financial Services LLP34,335$1.06M0.1%-64.8%0.017%
8/13/2025QSV Equity Investors LLC56,696$1.74M1.8%-1.2%0.028%
8/13/2025First Trust Advisors LP245,154$7.50M0.0%+67.6%0.122%
8/13/2025EverSource Wealth Advisors LLC1,124$34K0.0%+134.2%0.001%
8/13/2025Guggenheim Capital LLC197,787$6.05M0.0%+21.8%0.099%
8/13/2025Invesco Ltd.3,772,350$115.43M0.0%+201.8%1.883%
8/13/2025Beacon Pointe Advisors LLC189,213$5.79M0.1%+4.9%0.094%
8/13/2025Arrowstreet Capital Limited Partnership208,089$6.37M0.0%-64.9%0.104%
8/13/2025Quantbot Technologies LP23,296$713K0.0%-75.9%0.012%
8/13/2025M&T Bank Corp17,071$523K0.0%+3.8%0.009%
8/13/2025MBM Wealth Consultants LLC14,858$455K0.1%+5.2%0.007%
8/13/2025Edgestream Partners L.P.11,860$363K0.0%-84.4%0.006%
(Data available from 1/1/2016 forward)

CTRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CTRE shares?

During the previous two years, 392 institutional investors and hedge funds held shares of CareTrust REIT. The most heavily invested institutionals were Vanguard Group Inc. ($818.45M), State Street Corp ($338.03M), Wellington Management Group LLP ($283.87M), FMR LLC ($214.59M), Geode Capital Management LLC ($153.13M), Invesco Ltd. ($115.43M), and Charles Schwab Investment Management Inc. ($94.73M).Learn more on CareTrust REIT's institutional investors.

What percentage of CareTrust REIT's stock is owned by institutional investors?

87.77% of CareTrust REIT's stock is owned by institutional investors. Learn more on CTRE's institutional investor holdings.

Which institutional investors have been buying CareTrust REIT's stock?

Of the 357 institutional investors that purchased CareTrust REIT's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($9.85M), FMR LLC ($6.25M), JPMorgan Chase & Co. ($5.47M), Raymond James Financial Inc. ($3.96M), Invesco Ltd. ($2.82M), Norges Bank ($2.23M), and Zimmer Partners LP ($1.91M).

How much institutional buying is happening at CareTrust REIT?

Institutional investors have bought a total of 64,785,196 shares in the last 24 months. This purchase volume represents approximately $1.87B in transactions.

Which of CareTrust REIT's major shareholders have been selling company stock?

Of the 145 institutional investors that sold CareTrust REIT's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($5.25M), Deutsche Bank AG ($3.73M), Wellington Management Group LLP ($2.87M), Marshall Wace LLP ($1.81M), Centersquare Investment Management LLC ($1.65M), Balyasny Asset Management L.P. ($1.59M), and Schonfeld Strategic Advisors LLC ($1.32M).

How much institutional selling is happening at CareTrust REIT?

Institutional investors have sold a total of 30,386,017 shares in the last 24 months. This volume of shares sold represents approximately $854.08M in transactions.


Related Companies

This page (NASDAQ:CTRE) was last updated on 10/24/2025 by MarketBeat.com Staff
From Our Partners
What a Former CIA Agent Knows About the Coming Collapse
This isn’t just another gold investing book—it’s a survival playbook written by a former CIA officer trained...
Advantage Gold | Sponsoredtc pixel
Your Bank Account Is No Longer Safe
What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...
Priority Gold | Sponsoredtc pixel
Refund From 1933: Trump’s Reset May Create Instant Wealth
Fed vs. Trump - A War With American Wealth At Stake The Fed's defiance of Trump thickens the plot to contro...
American Hartford Gold | Sponsoredtc pixel
NEW LAW: Congress Approves Setup For Digital Dollar?
Trump Ally Says Congress Approved the Setup for a Digital Dollar 2.0 But according to Rep. Marjorie Taylor ...
Goldco Precious Metals | Sponsoredtc pixel
Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...
Banyan Hill Publishing | Sponsoredtc pixel
Urgent Buy Alert: My Top Three Quantum Computing Stocks
Quantum computing is the hottest tech trend of the year... With some of these stocks jumping 700%, 2,800% a...
Brownstone Research | Sponsoredtc pixel
Apple's secret partner
The Tiny Company Apple Can’t Live Without A tiny company holds the key to Apple’s biggest breakthrough sinc...
The Oxford Club | Sponsoredtc pixel
Trump cannot stop this train
There are five truths reshaping America’s financial future — and ignoring them could be costly. From an overex...
Porter & Company | Sponsoredtc pixel