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CareTrust REIT

241 hedge funds and large institutions have $1.57B invested in CareTrust REIT in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 93 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

1% less funds holding

Funds holding: 243241 (-2)

5% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 93

1.7% less ownership

Funds ownership: 85.85%84.16% (-1.7%)

17% less capital invested

Capital invested by funds: $1.9B → $1.57B (-$326M)

66% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $2.96M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
241
Holders Change
-2
Holders Change %
-0.82%
% of All Funds
3.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
88
Reduced
93
Closed
26
Calls
$1.02M
Puts
$2.96M
Net Calls
-$1.94M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$2K -$10.1K -512 -81%
CFN
227
Cordasco Financial Network
Florida
$2K
PCG
228
Private Capital Group
Connecticut
$2K
Loomis, Sayles & Company
229
Loomis, Sayles & Company
Massachusetts
$1K -$17.7K -898 -93%
STCOSD
230
Sageworth Trust Company of South Dakota
South Dakota
$1K -$5.22K -265 -82%
EI
231
Ellevest Inc
New York
$1K -$3.17K -161 -71%
C
232
Covestor
United Kingdom
$1K -$197 -10 -21%
FPS
233
Fieldpoint Private Securities
Connecticut
$1K
TFO
234
Tarbox Family Office
California
$1K
AF
235
Allworth Financial
California
$1K +$1.24K +63 New
HRES
236
Heitman Real Estate Securities
Illinois
-$22.1M -969,044 Closed
HA
237
Heartland Advisors
Wisconsin
-$6.85M -300,000 Closed
WBC
238
Westpac Banking Corp
Australia
-$2.84M -124,224 Closed
WMSA
239
Weiss Multi-Strategy Advisers
New York
-$2.04M -89,302 Closed
E
240
Ergoteles
New York
-$1.01M -44,137 Closed
Jane Street
241
Jane Street
New York
-$746K -32,659 Closed
OAC
242
OMERS Administration Corp
Ontario, Canada
-$634K -27,756 Closed
ACI
243
AMP Capital Investors
Australia
-$431K -18,900 Closed
D.E. Shaw & Co
244
D.E. Shaw & Co
New York
-$393K -17,236 Closed
Squarepoint
245
Squarepoint
New York
-$390K -17,100 Closed
KC
246
Kenfarb & Co
Kentucky
-$329K -14,418 Closed
TA
247
Teton Advisors
New York
-$290K -12,700 Closed
CCB
248
Cutter & Co Brokerage
Missouri
-$289K -12,641 Closed
Commonwealth Equity Services
249
Commonwealth Equity Services
Massachusetts
-$220K -9,662 Closed
FCBT
250
First Citizens Bank & Trust
North Carolina
-$203K -8,920 Closed

CTRE Hedge Fund Activity: Q1 2022 in Review

241 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CareTrust REIT (CTRE) for Q1 2022, worth a combined $1.57B — down 17% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CTRE positions and 26 closed out — a net gain of 2 holders — while 88 added to existing stakes and 93 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $28.9M. The largest seller was BlackRock, cutting an estimated $24M.

  • 241 institutional investors held CareTrust REIT (CTRE) as of Q1 2022, down from 243 in Q4 2021.
  • Funds reported $1.57B of CareTrust REIT stock for Q1 2022, down 17% quarter-over-quarter.
  • 28 funds opened new CareTrust REIT positions in Q1 2022 and 26 closed out, a net change of +2 holders.
  • The largest CareTrust REIT buyer in Q1 2022 was Balyasny Asset Management, an estimated $28.9M added.
  • The largest CareTrust REIT seller in Q1 2022 was BlackRock, an estimated $24M sold.

Based on aggregated 13F filings for Q1 2022.