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CareTrust REIT

376 hedge funds and large institutions have $5.14B invested in CareTrust REIT in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 128 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+2
Holders Change %
+0.53%
% 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
147
Reduced
128
Closed
46
Calls
$14.4M
Puts
$4.78M
Net Calls
+$9.67M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SAG
251
SageView Advisory Group
California
$331K -$16.3K -571 -5%
FIA
252
Foundations Investment Advisors
Arizona
$330K +$2.52K +88 +0.8%
BP
253
Ballentine Partners
Massachusetts
$329K +$329K +11,519 New
VF
254
Virtu Financial
New York
$329K +$329K +11,496 New
VA
255
Vident Advisory
Georgia
$327K -$119K -4,148 -27%
USAA
256
United Services Automobile Association
Texas
$319K
NFG
257
Nations Financial Group
Iowa
$318K +$32.4K +1,132 +11%
Robeco Institutional Asset Management
258
Robeco Institutional Asset Management
Netherlands
$317K
Mariner
259
Mariner
Kansas
$315K +$2.86K +100 +0.9%
M1FG
260
Mach-1 Financial Group
Arkansas
$314K +$314K +10,973 New
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$304K +$60.7K +2,125 +25%
PNC Financial Services Group
262
PNC Financial Services Group
Pennsylvania
$300K -$25.6K -897 -8%
CIBC Asset Management
263
CIBC Asset Management
Ontario, Canada
$295K -$8.83K -309 -3%
ZIG
264
Zuckerman Investment Group
Illinois
$293K +$293K +10,250 New
TAM
265
Tocqueville Asset Management
New York
$292K
Envestnet Portfolio Solutions
266
Envestnet Portfolio Solutions
Illinois
$286K +$12.4K +435 +5%
Verition Fund Management
267
Verition Fund Management
Connecticut
$280K -$781K -27,320 -74%
EC
268
EntryPoint Capital
New York
$276K -$27.8K -974 -9%
Cerity Partners
269
Cerity Partners
New York
$255K +$255K +8,934 New
PCM
270
Penserra Capital Management
California
$255K +$255K +8,932 New
JWCA
271
J.W. Coons Advisors
Ohio
$254K +$9.92K +347 +4%
Mercer Global Advisors
272
Mercer Global Advisors
Colorado
$250K -$13.7K -481 -5%
JG
273
Jain Global
New York
$249K +$249K +8,696 New
NB
274
Norinchukin Bank
Japan
$248K +$10.9K +382 +5%
RG
275
Renaissance Group
Kentucky
$247K -$14.3K -499 -5%