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CareTrust REIT (CTRE) Institutional Ownership

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$38.82 -0.34 (-0.88%)
Closing price 03:59 PM Eastern
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$38.82 0.00 (0.00%)
As of 05:29 PM Eastern
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Institutional Ownership Changes (13F Filings) for CareTrust REIT (NYSE:CTRE)

Current
Institutional Ownership
Percentage
87.77%
Number of
Institutional Buyers
(last 12 months)
319
Total
Institutional Inflows
(last 12 months)
$3.57B
Number of
Institutional Sellers
(last 12 months)
159
Total
Institutional Outflows
(last 12 months)
$701.72M
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CTRE Institutional Buying and Selling by Quarter

CareTrust REIT Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2026Sanctuary Advisors LLC26,224$1.06M0.0%N/A0.011%
8/13/2026Connor Clark & Lunn Investment Management Ltd.522,543$21.09M0.0%N/A0.221%
8/13/2026Capital Square LLC87,630$3.53M1.5%N/A0.037%
8/13/2026Meiji Yasuda Asset Management Co Ltd.5,468$221K0.0%N/A0.002%
8/12/2026 Compass Financial Management LLC834$34K0.0%N/A0.000%
8/12/2026 Elevation Point Wealth Partners LLC14,355$580K0.0%N/A0.006%
8/12/2026 Greenland Capital Management LP240,000$9.68M1.2%N/A0.102%
8/12/2026 Quantbot Technologies LP86,027$3.47M0.1%N/A0.036%
8/12/2026 WealthShield Partners LLC46,771$1.91M0.3%N/A0.020%
8/12/2026 Madison Wealth Partners Inc5,084$205K0.0%N/A0.002%
8/12/2026 De Lisle Partners LLP31,073$1.25M0.1%N/A0.013%
8/12/2026 William Blair Investment Management LLC570,637$23.03M0.1%N/A0.241%
8/12/2026 Landscape Capital Management L.L.C.24,343$982K0.1%N/A0.010%
8/12/2026 EP Wealth Advisors LLC7,398$299K0.0%N/A0.003%
8/12/2026 Bard Associates Inc.10,764$439K0.1%N/A0.005%
8/12/2026 Burnham & Co LLC1,500$61K0.0%N/A0.001%
8/12/2026 Callan Family Office LLC8,173$330K0.0%N/A0.003%
8/12/2026 Fund Advisors of America Inc FL5,840$236K0.2%N/A0.002%
8/12/2026 Keebeck Wealth Management13,658$554K0.1%N/A0.006%
8/11/2026 Allworth Financial LP1,629$66K0.0%N/A0.001%
8/11/2026 Vise Technologies Inc.23,168$935K0.0%N/A0.010%
8/11/2026 Pasadena Private Wealth LLC8,324$336K0.0%N/A0.004%
8/10/2026 Tocqueville Asset Management L.P.10,900$440K0.0%N/A0.005%
8/10/2026 one8zero8 LLC190,500$7.69M1.5%N/A0.081%
8/7/2026 BlackRock Inc.40,725,896$1.64B0.0%N/A17.239%
8/7/2026 Deutsche Bank AG3,567,847$143.96M0.0%N/A1.510%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.202,342$8.16M0.0%N/A0.086%
8/7/2026 Persistent Asset Partners Ltd779$31K0.0%N/A0.000%
8/6/2026 Global Retirement Partners LLC3,273$132K0.0%N/A0.001%
8/6/2026 Bank of New York Mellon Corp2,531,906$102.16M0.0%N/A1.072%
8/6/2026 Bellars Harris Wealth Management LLC231,313$9.33M1.9%N/A0.098%
8/6/2026 GSA Capital Partners LLP16,145$651K0.0%N/A0.007%
8/3/2026 Oppenheimer Asset Management Inc.10,326$417K0.0%N/A0.004%
8/3/2026 Dockside LLC109,766$4.43M1.0%N/A0.046%
7/10/2026 Handelsbanken Fonder AB85,346$3.44M0.0%-11.0%0.036%
7/9/2026 Hennion & Walsh Asset Management Inc.82,083$3.31M0.1%+13.2%0.035%
7/8/2026 Trust Point Inc.5,532$223K0.0%-10.8%0.002%
7/8/2026 Community Trust & Investment Co.86,574$3.49M0.2%+1.3%0.037%
7/7/2026 Moody National Bank Trust Division38,097$1.54M0.1%+48.2%0.016%
6/18/2026Pacer Advisors Inc.26,528$972K0.0%N/A0.011%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

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6/12/2026 Militia Capital Management LLC11,700$429K0.1%N/A0.005%
6/3/2026 Parallel Advisors LLC6,812$250K0.0%+147.7%0.003%
6/3/2026 NewEdge Advisors LLC37,572$1.38M0.0%+4.2%0.016%
5/28/2026Cozad Asset Management Inc.61,837$2.27M0.2%+9.0%0.026%
5/22/2026 Segall Bryant & Hamill LLC445,732$16.34M0.2%-16.4%0.189%
5/21/2026Groupe la Francaise15,593$571K0.0%-9.1%0.007%
5/19/2026Bank of America Corp DE1,214,974$44.53M0.0%+21.5%0.514%
5/19/2026 Edgestream Partners L.P.39,451$1.45M0.0%-60.3%0.017%
5/18/2026 Amundi135,607$4.97M0.0%-6.4%0.057%
5/18/2026Adelante Capital Management LLC352,462$12.92M0.8%-10.1%0.149%
5/18/2026 EverSource Wealth Advisors LLC2,199$81K0.0%+63.0%0.001%
5/18/2026California State Teachers Retirement System267,333$9.80M0.0%+26.1%0.113%
5/18/2026Royal Bank of Canada157,433$5.77M0.0%-30.3%0.067%
5/16/2026The Manufacturers Life Insurance Company253,730$9.30M0.0%+79.6%0.107%
5/16/2026Quantinno Capital Management LP116,767$4.28M0.0%+217.1%0.049%
5/16/2026Lazard Asset Management LLC114,865$4.21M0.0%-24.3%0.049%
5/15/2026Entropy Technologies LP33,454$1.23M0.1%+17.8%0.014%
5/14/2026 Gabelli Funds LLC205,191$7.52M0.1%-5.9%0.087%
5/14/2026 Gamco Investors INC. ET AL47,281$1.73M0.0%-2.1%0.020%
5/14/2026Public Employees Retirement System of Ohio262,449$9.62M0.0%-16.0%0.111%
5/14/2026 Keebeck Wealth Management15,373$563K0.1%+12.4%0.007%
5/14/2026 Inceptionr LLC24,071$882K0.2%N/A0.010%
5/14/2026Sei Investments Co.689,621$25.28M0.0%-35.9%0.292%
5/14/2026 Lido Advisors LLC14,394$533K0.0%+20.5%0.006%
5/13/2026 Cetera Investment Advisers73,218$2.68M0.0%-8.4%0.031%
5/13/2026 Militia Capital Management LLC11,700$429K0.1%N/A0.005%
5/13/2026 First Citizens Bank & Trust Co.16,342$599K0.0%-7.4%0.007%
5/13/2026 First Trust Advisors LP547,997$20.08M0.0%+69.0%0.232%
5/8/2026 PNC Financial Services Group Inc.7,104$260K0.0%-32.9%0.003%
5/8/2026 Summit Global Investments26,128$958K0.1%-28.1%0.012%
5/7/2026 Dimensional Fund Advisors LP3,333,252$122.16M0.0%+1.9%1.493%
5/7/2026 Parallel Advisors LLC6,812$250K0.0%+147.7%0.003%
5/7/2026 KBC Group NV7,317$268K0.0%+15.2%0.003%
5/7/2026 Swiss National Bank441,749$16.19M0.0%+0.3%0.198%
5/6/2026 Jennison Associates LLC48,012$1.76M0.0%+50.2%0.022%
5/6/2026California Public Employees Retirement System504,771$18.50M0.0%-4.9%0.226%
5/6/2026 Copeland Capital Management LLC1,764,855$64.68M1.4%-2.1%0.791%
5/6/2026 Advisortrust Partners LLC7,042$258K0.1%+10.6%0.003%
5/6/2026 Assetmark Inc.44,533$1.63M0.0%+5.5%0.020%
5/6/2026 Bessemer Group Inc.522,120$19.13M0.0%+4,131.1%0.234%
5/6/2026 B&I Capital AG305,900$11.21M3.8%+0.7%0.137%
5/6/2026Allspring Global Investments Holdings LLC649,559$24.12M0.0%+38.2%0.291%
5/5/2026 D.A. Davidson & CO.42,222$1.55M0.0%+3.5%0.019%
5/5/2026 Bank of New York Mellon Corp2,558,104$93.76M0.0%+5.2%1.146%
5/5/2026Sanctuary Advisors LLC14,854$544K0.0%+4.0%0.007%
5/5/2026 Hillsdale Investment Management Inc.9,240$339K0.0%+3,750.0%0.004%
5/4/2026 State of Michigan Retirement System53,800$1.97M0.0%N/A0.024%
5/4/2026 Principal Financial Group Inc.721,504$26.44M0.0%-45.7%0.323%
5/4/2026 Teachers Retirement System of The State of Kentucky150,751$5.53M0.0%+11.8%0.068%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS157,152$5.76M0.0%+22.7%0.070%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
5/1/2026 Fifth Third Bancorp7,711$283K0.0%-13.7%0.003%
5/1/2026 Sequoia Financial Advisors LLC7,074$259K0.0%N/A0.003%
4/30/2026Hsbc Holdings PLC408,167$14.96M0.0%-33.0%0.183%
4/30/2026 Ibex Wealth Advisors251,393$9.21M0.9%+7.6%0.113%
4/30/2026 Kestra Advisory Services LLC47,832$1.75M0.0%+141.9%0.021%
4/30/2026 Sumitomo Mitsui Trust Group Inc.243,553$8.93M0.0%-0.2%0.109%
4/30/2026 Resona Asset Management Co. Ltd.135,768$4.98M0.0%+4.0%0.061%
4/30/2026 Personal CFO Solutions LLC6,713$249K0.0%-5.4%0.003%
4/30/2026 Seelaus Asset Management LLC20,672$758K0.5%+5.2%0.009%
4/30/2026 Greenwood Capital Associates LLC6,994$256K0.0%N/A0.003%


CTRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 471 institutional investors and hedge funds held shares of CareTrust REIT. The most heavily invested institutionals were BlackRock Inc. ($1.64B), Vanguard Group Inc. ($1.20B), Cohen & Steers Inc. ($595.88M), State Street Corp ($453.41M), Wellington Management Group LLP ($446.79M), T. Rowe Price Investment Management Inc. ($234.82M), and Geode Capital Management LLC ($220.33M).Learn more on CareTrust REIT's institutional investors.

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

Of the 443 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: BlackRock Inc. ($40.73M), Vanguard Group Inc. ($9.88M), FMR LLC ($6.25M), JPMorgan Chase & Co. ($5.51M), Norges Bank ($4.57M), Raymond James Financial Inc. ($4.08M), and Deutsche Bank AG ($3.81M).

Institutional investors have bought a total of 94,318,580 shares in the last 24 months. This purchase volume represents approximately $3.57B in transactions.

Of the 157 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: Cohen & Steers Inc. ($1.77M), Balyasny Asset Management L.P. ($1.59M), T. Rowe Price Investment Management Inc. ($1.35M), Alyeska Investment Group L.P. ($1.09M), Daiwa Securities Group Inc. ($921.34K), Qube Research & Technologies Ltd ($914.50K), and Hudson Bay Capital Management LP ($757.89K).

Institutional investors have sold a total of 20,023,454 shares in the last 24 months. This volume of shares sold represents approximately $701.72M in transactions.



Institutional ownership data for NYSE:CTRE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/13/2026. New 13F filings are added each quarter as they're published.
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