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CareTrust REIT (CTRE) Institutional Ownership

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$36.49 -0.15 (-0.41%)
As of 12:31 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
87.77%
Number of
Institutional Buyers
(last 12 months)
314
Total
Institutional Inflows
(last 12 months)
$3.70B
Number of
Institutional Sellers
(last 12 months)
154
Total
Institutional Outflows
(last 12 months)
$767.09M
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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
10/9/2026Sound Income Strategies LLC21,482$769K0.0%-96.6%0.009%
10/8/2026Farther Finance Advisors LLC5,330$195K0.0%+6.0%0.002%
10/6/2026Moody National Bank Trust Division39,327$1.44M0.1%+3.2%0.017%
10/5/2026Pensionfund PDN38,000$1.39M0.6%-7.3%0.016%
9/23/2026Envestnet Portfolio Solutions Inc.22,148$894K0.0%+30.1%0.009%
9/15/2026Anchor Investment Management LLC7,260$293K0.0%+4.3%0.003%
9/9/2026Sequoia Financial Advisors LLC6,307$254K0.0%-10.8%0.003%
9/9/2026Tidal Investments LLC85,678$3.46M0.0%+365.9%0.036%
9/9/2026WINTON GROUP Ltd18,600$751K0.0%N/A0.008%
9/9/2026Engineers Gate Manager LP6,100$246K0.0%N/A0.003%
9/9/2026Integrated Wealth Concepts LLC9,196$371K0.0%+8.3%0.004%
9/9/2026RFG Advisory LLC7,914$319K0.0%-14.7%0.003%
9/9/2026NewEdge Advisors LLC37,934$1.53M0.0%+1.0%0.016%
9/9/2026Squarepoint Ops LLC14,725$594K0.0%-93.5%0.006%
9/8/2026Allworth Financial LP1,629$66K0.0%-52.2%0.001%
8/27/2026Corient Private Wealth LP166,828$6.73M0.0%+76.2%0.071%
8/26/2026Amundi137,007$5.53M0.0%+1.0%0.058%
8/26/2026HighTower Advisors LLC22,432$905K0.0%-45.9%0.009%
8/25/2026Groupe la Francaise14,765$596K0.0%-5.3%0.006%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al203,991$8.23M0.0%N/A0.086%
8/23/2026Greenland Capital Management LP240,000$9.68M1.2%+23.7%0.102%
8/23/2026Readystate Asset Management LP6,175$249K0.0%N/A0.003%
8/23/2026Ameritas Advisory Services LLC13,207$533K0.0%+110.0%0.006%
8/22/2026Compass Financial Management LLC834$34K0.0%N/A0.000%
8/22/2026AlphaGrep UK Ltd10,700$432K0.1%N/A0.005%
8/22/2026Concurrent Investment Advisors LLC22,386$903K0.0%+2.4%0.009%
8/21/2026XML Financial LLC17,510$707K0.1%+76.7%0.007%
8/20/2026Susquehanna International Group LLP237,865$9.60M0.0%-64.5%0.101%
8/20/2026Benjamin Edwards Inc.79,155$3.19M0.0%+1.2%0.033%
8/20/2026Alyeska Investment Group L.P.1,419,026$57.26M0.1%-11.0%0.601%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,411,896$56.97M0.0%+35,170.9%0.598%
8/19/2026New Mexico Educational Retirement Board47,700$1.93M0.0%N/A0.020%
8/19/2026Royal London Asset Management Ltd.936,820$37.80M0.1%-1.0%0.396%
8/19/2026Van ECK Associates Corp159,505$6.44M0.0%+27.2%0.068%
8/19/2026Nissay Asset Management Corp Japan37,318$1.51M0.0%+6.1%0.016%
8/19/2026Hsbc Holdings PLC478,410$19.33M0.0%+17.2%0.202%
8/19/2026Wellington Management Group LLP9,695,110$391.20M0.1%-18.0%4.103%
8/18/2026Beacon Pointe Advisors LLC296,160$11.95M0.1%N/A0.125%
8/18/2026United Capital Financial Advisors LLC6,374$257K0.0%N/A0.003%
8/18/2026Caitlin John LLC6,573$265K0.1%N/A0.003%
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8/18/2026Public Employees Retirement System of Ohio254,408$10.27M0.0%N/A0.108%
8/17/2026Pure Financial Advisors LLC4,974$201K0.0%N/A0.002%
8/17/2026Transamerica Financial Advisors LLC2,924$119K0.0%N/A0.001%
8/17/2026Adelante Capital Management LLC545,493$22.01M1.4%N/A0.231%
8/17/2026Corient Private Wealth LP166,867$6.73M0.0%N/A0.071%
8/17/2026Bank of America Corp DE1,138,415$45.94M0.0%N/A0.482%
8/15/2026Freestone Grove Partners LP39,113$1.58M0.0%N/A0.017%
8/15/2026Man Group plc19,724$796K0.0%N/A0.008%
8/15/2026Jupiter Topco LLC100,533$4.06M0.0%N/A0.043%
8/14/2026Hsbc Holdings PLC478,410$19.33M0.0%N/A0.202%
8/14/2026Legal & General Group Plc1,161,477$46.87M0.0%N/A0.492%
8/14/2026The Manufacturers Life Insurance Company285,394$11.52M0.0%N/A0.121%
8/14/2026Algert Global LLC312,540$12.61M0.1%-39.5%0.132%
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%
8/12/2026Compass Financial Management LLC834$34K0.0%N/A0.000%
8/12/2026Elevation Point Wealth Partners LLC14,355$580K0.0%N/A0.006%
8/12/2026Greenland Capital Management LP240,000$9.68M1.2%N/A0.102%
8/12/2026Quantbot Technologies LP86,027$3.47M0.1%N/A0.036%
8/12/2026WealthShield Partners LLC46,771$1.91M0.3%N/A0.020%
8/12/2026Madison Wealth Partners Inc5,084$205K0.0%N/A0.002%
8/12/2026De Lisle Partners LLP31,073$1.25M0.1%N/A0.013%
8/12/2026William Blair Investment Management LLC570,637$23.03M0.1%N/A0.241%
8/12/2026Landscape Capital Management L.L.C.24,343$982K0.1%N/A0.010%
8/12/2026EP Wealth Advisors LLC7,398$299K0.0%N/A0.003%
8/12/2026Bard Associates Inc.10,764$439K0.1%N/A0.005%
8/12/2026Burnham & Co LLC1,500$61K0.0%N/A0.001%
8/12/2026Callan Family Office LLC8,173$330K0.0%N/A0.003%
8/12/2026Fund Advisors of America Inc FL5,840$236K0.2%N/A0.002%
8/12/2026Keebeck Wealth Management13,658$554K0.1%N/A0.006%
8/11/2026Allworth Financial LP1,629$66K0.0%N/A0.001%
8/11/2026Vise Technologies Inc.23,168$935K0.0%N/A0.010%
8/11/2026Pasadena Private Wealth LLC8,324$336K0.0%N/A0.004%
8/10/2026Tocqueville Asset Management L.P.10,900$440K0.0%N/A0.005%
8/10/2026one8zero8 LLC190,500$7.69M1.5%N/A0.081%
8/7/2026BlackRock Inc.40,725,896$1.64B0.0%N/A17.239%
8/7/2026Deutsche Bank AG3,567,847$143.96M0.0%N/A1.510%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.202,342$8.16M0.0%N/A0.086%
8/7/2026Persistent Asset Partners Ltd779$31K0.0%N/A0.000%
8/6/2026Global Retirement Partners LLC3,273$132K0.0%N/A0.001%
8/6/2026Bank of New York Mellon Corp2,531,906$102.16M0.0%N/A1.072%
8/6/2026Bellars Harris Wealth Management LLC231,313$9.33M1.9%N/A0.098%
8/6/2026GSA Capital Partners LLP16,145$651K0.0%N/A0.007%
8/3/2026Oppenheimer Asset Management Inc.10,326$417K0.0%N/A0.004%
8/3/2026Dockside LLC109,766$4.43M1.0%N/A0.046%
7/10/2026Handelsbanken Fonder AB85,346$3.44M0.0%-11.0%0.036%
7/9/2026Hennion & Walsh Asset Management Inc.82,083$3.31M0.1%+13.2%0.035%
7/8/2026Trust Point Inc.5,532$223K0.0%-10.8%0.002%
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7/8/2026Community Trust & Investment Co.86,574$3.49M0.2%+1.3%0.037%
7/7/2026Moody National Bank Trust Division38,097$1.54M0.1%+48.2%0.016%
6/18/2026Pacer Advisors Inc.26,528$972K0.0%N/A0.011%
6/12/2026Militia Capital Management LLC11,700$429K0.1%N/A0.005%
6/3/2026Parallel Advisors LLC6,812$250K0.0%+147.7%0.003%
6/3/2026NewEdge 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%
5/22/2026Segall 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%


CTRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 477 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 ($391.20M), 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 450 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 96,636,185 shares in the last 24 months. This purchase volume represents approximately $3.70B in transactions.

Of the 154 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: Wellington Management Group LLP ($2.24M), Cohen & Steers Inc. ($1.77M), T. Rowe Price Investment Management Inc. ($1.35M), Alyeska Investment Group L.P. ($1.26M), Daiwa Securities Group Inc. ($921.34K), Hudson Bay Capital Management LP ($757.89K), and Millennium Management LLC ($750.99K).

Institutional investors have sold a total of 21,017,941 shares in the last 24 months. This volume of shares sold represents approximately $767.09M 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 10/9/2026. New 13F filings are added each quarter as they're published.
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