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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 %
Mercer Global Advisors
251
Mercer Global Advisors
Colorado
$383K +$116K +3,776 +43%
BAMF
252
BI Asset Management Fondsmaeglerselskab
Denmark
$380K
US Bancorp
253
US Bancorp
Minnesota
$380K -$10.6K -346 -3%
ECM
254
Everence Capital Management
Indiana
$377K
MSAM
255
Moloney Securities Asset Management
Missouri
$371K +$371K +12,109 New
IIC
256
Integrated Investment Consultants
Michigan
$370K
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$369K +$43.9K +1,435 +13%
SAG
258
SageView Advisory Group
California
$364K +$10.1K +332 +3%
EP
259
Edgestream Partners
New Jersey
$363K -$1.96M -63,975 -84%
QCG
260
Quadrant Capital Group
Ohio
$358K -$338K -11,061 -49%
BP
261
Ballentine Partners
Massachusetts
$356K +$3.79K +124 +1%
P
262
Pitcairn
Pennsylvania
$352K -$67.1K -2,192 -16%
VA
263
Vident Advisory
Georgia
$351K +$520 +17 +0.1%
Wealth Enhancement Advisory Services
264
Wealth Enhancement Advisory Services
Minnesota
$343K +$343K +11,005 New
NFG
265
Nations Financial Group
Iowa
$341K +$367 +12 +0.1%
Lido Advisors
266
Lido Advisors
California
$334K +$334K +10,806 New
FDCDDQ
267
Federation des caisses Desjardins du Quebec
Quebec, Canada
$333K +$333K +10,882 New
TAM
268
Tocqueville Asset Management
New York
$324K +$12.2K +400 +4%
AAS
269
Ameritas Advisory Services
Nebraska
$319K -$92.8K -3,032 -23%
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
$318K -$2.54K -83 -0.8%
CIBC Asset Management
271
CIBC Asset Management
Ontario, Canada
$316K
BF
272
BOK Financial
Oklahoma
$313K -$43.4K -1,419 -12%
MYIA
273
Mount Yale Investment Advisors
Colorado
$311K +$311K +10,167 New
EGM
274
Engineers Gate Manager
New York
$299K -$2.66M -87,081 -90%
FGP
275
Freestone Grove Partners
California
$291K +$291K +9,503 New