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CareTrust REIT

400 hedge funds and large institutions have $5.98B invested in CareTrust REIT in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 180 increasing their positions, 110 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+24
Holders Change %
+6.38%
% of All Funds
5.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
66
Increased
180
Reduced
110
Closed
35
Calls
$1.72M
Puts
$28.5M
Net Calls
-$26.8M
Net Calls Change
-$36.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
226
Prospera Financial Services
Texas
$573K +$31 +1 +0%
PL
227
Perpetual Ltd
Australia
$572K -$43.8K -1,430 -7%
BPC
228
Banque Pictet & Cie
Switzerland
$557K -$37.5K -1,225 -6%
Capital Fund Management (CFM)
229
Capital Fund Management (CFM)
France
$555K +$555K +18,129 New
Vontobel Holding
230
Vontobel Holding
Switzerland
$554K +$53.5K +1,749 +11%
CIM
231
Cambria Investment Management
California
$536K +$44.5K +1,453 +9%
M&T Bank
232
M&T Bank
New York
$523K +$19K +621 +4%
ET
233
Entropy Technologies
New York
$492K +$492K +16,080 New
PCIA
234
Prime Capital Investment Advisors
Kansas
$490K -$13.1K -427 -3%
OSAM
235
O'Shaughnessy Asset Management
Connecticut
$484K +$119K +3,875 +32%
TRCT
236
Tower Research Capital (TRC)
New York
$483K +$385K +12,580 +392%
FIA
237
Foundations Investment Advisors
Arizona
$464K +$111K +3,623 +31%
NSEDCP
238
NJ State Employees Deferred Compensation Plan
New Jersey
$459K
MWC
239
MBM Wealth Consultants
Missouri
$455K +$22.4K +733 +5%
X
240
Xponance
Pennsylvania
$449K +$14.5K +474 +3%
Mariner
241
Mariner
Kansas
$447K +$109K +3,569 +32%
Public Employees Retirement Association of Colorado
242
Public Employees Retirement Association of Colorado
Colorado
$443K
BW
243
Balance Wealth
Ohio
$425K -$42.8K -1,399 -9%
OIAM
244
OFI Invest Asset Management
France
$417K +$1.88K +72 +0.5%
PCM
245
Polymer Capital Management
New York
$412K -$29.3K -957 -7%
EWA
246
EP Wealth Advisors
California
$411K +$411K +13,439 New
A
247
AlphaQuest
New York
$403K -$4.9K -160 -1%
VFA
248
Values First Advisors
Tennessee
$396K +$5.14K +168 +1%
II
249
Inspire Investing
Idaho
$393K +$24.7K +807 +7%
ECM
250
Evergreen Capital Management
Washington
$393K -$45.1K -1,459 -10%