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CareTrust REIT

381 hedge funds and large institutions have $5.16B invested in CareTrust REIT in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 149 increasing their positions, 131 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.78M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 45

14% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 131

5% more capital invested

Capital invested by funds: $4.89B → $5.16B (+$267M)

1% more funds holding

Funds holding: 376381 (+5)

0.38% less ownership

Funds ownership: 96.54%96.17% (-0.38%)

Holders
381
Holders Change
+5
Holders Change %
+1.33%
% of All Funds
5.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
52
Increased
149
Reduced
131
Closed
45
Calls
$14.4M
Puts
$4.78M
Net Calls
+$9.67M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
226
M&T Bank
New York
$471K +$29.4K +1,094 +7%
PCIA
227
Prime Capital Investment Advisors
Kansas
$470K +$7.06K +263 +2%
Vontobel Holding
228
Vontobel Holding
Switzerland
$468K -$296K -11,020 -40%
CIM
229
Cambria Investment Management
California
$459K -$61.7K -2,298 -13%
BW
230
Balance Wealth
Ohio
$437K +$410K +15,279 New
NSEDCP
231
NJ State Employees Deferred Compensation Plan
New Jersey
$429K
OIAM
232
OFI Invest Asset Management
France
$422K -$22.1K -823 -5%
FNBOO
233
First National Bank of Omaha
Nebraska
$414K +$510 +19 +0.1%
Public Employees Retirement Association of Colorado
234
Public Employees Retirement Association of Colorado
Colorado
$413K
PCM
235
Polymer Capital Management
New York
$412K +$162K +6,048 +72%
ECM
236
Evergreen Capital Management
Washington
$410K +$82.1K +3,058 +28%
MWC
237
MBM Wealth Consultants
Missouri
$408K +$42.1K +1,569 +12%
X
238
Xponance
Pennsylvania
$406K +$22.1K +824 +6%
P
239
Pitcairn
Pennsylvania
$391K -$9.37K -349 -2%
AAS
240
Ameritas Advisory Services
Nebraska
$384K -$17.6K -654 -5%
A
241
AlphaQuest
New York
$381K +$4.3K +160 +1%
VFA
242
Values First Advisors
Tennessee
$366K +$1.18K +44 +0.3%
US Bancorp
243
US Bancorp
Minnesota
$365K +$27K +1,006 +9%
HighTower Advisors
244
HighTower Advisors
Illinois
$358K +$136K +5,046 +67%
BAMF
245
BI Asset Management Fondsmaeglerselskab
Denmark
$355K +$39K +1,451 +13%
SG Americas Securities
246
SG Americas Securities
New York
$354K -$459K -17,079 -58%
ECM
247
Everence Capital Management
Indiana
$352K
GIM
248
Groesbeck Investment Management
New Jersey
$349K
IIC
249
Integrated Investment Consultants
Michigan
$346K
II
250
Inspire Investing
Idaho
$344K -$75.3K -2,803 -19%

CTRE Hedge Fund Activity: Q1 2025 in Review

381 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in CareTrust REIT (CTRE) for Q1 2025, worth a combined $5.16B — up 5.4% from $4.89B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CTRE positions and 45 closed out — a net gain of 7 holders — while 149 added to existing stakes and 131 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $190M. The largest seller was Deutsche Bank, cutting an estimated $79.2M.

  • 381 institutional investors held CareTrust REIT (CTRE) as of Q1 2025, up from 376 in Q4 2024.
  • Funds reported $5.16B of CareTrust REIT stock for Q1 2025, up 5.4% quarter-over-quarter.
  • 52 funds opened new CareTrust REIT positions in Q1 2025 and 45 closed out, a net change of +7 holders.
  • The largest CareTrust REIT buyer in Q1 2025 was Fidelity Investments, an estimated $190M added.
  • The largest CareTrust REIT seller in Q1 2025 was Deutsche Bank, an estimated $79.2M sold.

Based on aggregated 13F filings for Q1 2025.