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CareTrust REIT
CTRE

Overview Fund Activity

287 hedge funds and large institutions have $2.7B invested in CareTrust REIT in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 123 increasing their positions, 83 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+13
Holders Change %
+4.74%
% of All Funds
4.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
44
Increased
123
Reduced
83
Closed
29
Calls
$1.92M
Puts
$344K
Net Calls
+$1.58M
Net Calls Change
-$2.4M

Top Buyers

1
BlackRock
BlackRock
New York
$503M
2
Prudential Financial
Prudential Financial
New Jersey
$62.2M
3
American Century Companies
American Century Companies
Missouri
$92.9M
4
Morgan Stanley
Morgan Stanley
New York
$99.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$400M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$5.43M
2
WMSA
Weiss Multi-Strategy Advisers
New York
$0
3
Millennium Management
Millennium Management
New York
$51.9M
4
BC
Brookfield Corp
Ontario, Canada
$22.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
251
LGT Financial Advisors
Texas
$11.4K – – –
AEPWM
252
Atlantic Edge Private Wealth Management
Florida
$11.2K +$11.2K +500 New
PS
253
Principal Securities
Iowa
$10.1K +$10.1K +450 New
GI
254
GAMMA Investing
California
$9.48K +$9.48K +453 New
ST
255
Smithfield Trust
Pennsylvania
$9K – – –
FFL
256
Financial Freedom LLC
Ohio
$8.83K +$112 +5 +1%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$8.77K – – –
HPC
258
HM Payson & Co
Maine
$8.39K – – –
Bessemer Group
259
Bessemer Group
New Jersey
$7K – – –
MHR
260
Matthew Hamilton Rosenberg
$5.77K -$4.74K -212 -45%
EWA
261
EverSource Wealth Advisors
Alabama
$5.53K -$962 -43 -15%
TWM
262
Tradition Wealth Management
Minnesota
$5K +$48 +2 +1%
CJ
263
Caitlin John
Michigan
$5K +$5K +220 New
ME
264
McIlrath & Eck
Washington
$4.48K +$4.48K +200 New
KFI
265
Key Financial Inc
Pennsylvania
$4.34K – – –
BIA
266
Bell Investment Advisors
California
$4.25K – – –
ASN
267
Advisory Services Network
Georgia
$3.61K +$3.61K +161 New
CIA
268
Cape Investment Advisory
Georgia
$3.36K – – –
SC
269
SouthState Corp
Florida
$3.25K – – –
AF
270
Allworth Financial
California
$3.11K – – –
BTI
271
Blue Trust Inc
Georgia
$3K +$3K +137 New
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$2.84K – – –
RFG
273
RFP Financial Group
Georgia
$2.44K – – –
GWS
274
Glassman Wealth Services
Virginia
$2.42K – – –
PA
275
Parallel Advisors
California
$2.26K +$1.48K +66 +189%
9 10
11
12 13