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CareTrust REIT
CTRE

Overview Fund Activity

286 hedge funds and large institutions have $3.24B invested in CareTrust REIT in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 144 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
4.15%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
37
Increased
144
Reduced
71
Closed
36
Calls
$1.57M
Puts
$462K
Net Calls
+$1.11M
Net Calls Change
-$471K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$251M
2
BlackRock
BlackRock
New York
$607M
3
Vanguard Group
Vanguard Group
Pennsylvania
$494M
4
ZP
Zimmer Partners
New York
$41.8M
5
Marshall Wace
Marshall Wace
United Kingdom
$64.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$56.5M
2
SSA
Schonfeld Strategic Advisors
New York
$3.7M
3
HRES
Heitman Real Estate Securities
Illinois
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$7.27M
5
JAM
Jupiter Asset Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
251
GAMMA Investing
California
$14.8K +$3.8K +156 +34%
HWA
252
Heritage Wealth Advisors
Virginia
$13K +$13K +533 New
LFA
253
LGT Financial Advisors
Texas
$12.5K – – –
AEPWM
254
Atlantic Edge Private Wealth Management
Florida
$12.3K +$146 +6 +1%
QL
255
Quarry LP
New York
$11.9K +$11.9K +487 New
PS
256
Principal Securities
Iowa
$11K – – –
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$10.1K +$536 +22 +6%
ST
258
Smithfield Trust
Pennsylvania
$10K – – –
FFL
259
Financial Freedom LLC
Ohio
$9.73K +$122 +5 +1%
HPC
260
HM Payson & Co
Maine
$9.14K – – –
Bessemer Group
261
Bessemer Group
New Jersey
$7K -$370 -14 -5%
MHR
262
Matthew Hamilton Rosenberg
$6.23K -$24 -1 -0.4%
EWA
263
EverSource Wealth Advisors
Alabama
$6.11K – – –
CJ
264
Caitlin John
Michigan
$5.44K +$73 +3 +1%
ME
265
McIlrath & Eck
Washington
$4.87K – – –
KFI
266
Key Financial Inc
Pennsylvania
$4.73K – – –
BIA
267
Bell Investment Advisors
California
$4.63K – – –
CIA
268
Cape Investment Advisory
Georgia
$3.66K – – –
AF
269
Allworth Financial
California
$3.39K – – –
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$3.34K +$244 +10 +8%
LC
271
Lindbrook Capital
California
$3K +$1.41K +58 +89%
RFG
272
RFP Financial Group
Georgia
$2.66K – – –
SAM
273
Smartleaf Asset Management
Massachusetts
$2.54K +$2.54K +105 New
RTL
274
Red Tortoise LLC
Georgia
$2.41K – – –
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$1.88K +$1.88K +77 New
9 10
11
12 13