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CareTrust REIT
CTRE

Overview Fund Activity

396 hedge funds and large institutions have $5.96B invested in CareTrust REIT in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 178 increasing their positions, 108 reducing their positions, and 35 closing their positions.

Holders
396
Holders Change
+20
Holders Change %
+5.32%
% of All Funds
5.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
66
Increased
178
Reduced
108
Closed
35
Calls
$1.34M
Puts
$28.5M
Net Calls
-$27.2M
Net Calls Change
-$36.9M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$260M
2
Invesco
2
Invesco
Georgia
$115M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$68.8M
4
BlackRock
4
BlackRock
New York
$1.12B
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$46.2M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$27.4M
2
JAM
2
Jupiter Asset Management
United Kingdom
$0
3
ZP
3
Zimmer Partners
New York
$20.2M
4
Millennium Management
4
Millennium Management
New York
$29.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$437M
Name Market Value Shares Shares
Change 		Shares
Change %
FDP
276
Financiere des Professionnels
Quebec, Canada
$274K 8,968 +8,968 New
Osaic Holdings
277
Osaic Holdings
Arizona
$273K 9,541 +1,117 +13%
PA
278
Profund Advisors
Maryland
$268K 8,769 +215 +3%
CGH
279
Crossmark Global Holdings
Texas
$260K 8,484 +92 +1%
MCM
280
Monument Capital Management
Virginia
$259K 8,450 +8,450 New
RG
281
Renaissance Group
Kentucky
$257K 8,386 -244 -3%
William Blair & Company
282
William Blair & Company
Illinois
$255K 8,344 – –
WQ
283
Wealth Quarterback
New Jersey
$237K 7,751 +7,751 New
C
284
Covestor
United Kingdom
$223K 7,299 -51 -0.7%
Pathstone Holdings
285
Pathstone Holdings
New Jersey
$222K 7,261 +7,261 New
MML Investors Services
286
MML Investors Services
Massachusetts
$222K 7,256 +7,256 New
P
287
&Partners
Tennessee
$220K 7,204 +7,204 New
PMA
288
Prudent Man Advisors
Illinois
$216K 7,049 +7,049 New
AIM
289
Anchor Investment Management
South Carolina
$214K 6,981 +1,441 +26%
HW
290
Hancock Whitney
Mississippi
$209K 6,825 +6,825 New
TIA
291
Traphagen Investment Advisors
New Jersey
$204K 6,682 +6,682 New
BHCM
292
Brevan Howard Capital Management
Jersey
$204K 6,660 +6,660 New
CL
293
Choreo LLC
Illinois
$201K 6,503 +6,503 New
SCM
294
Shelton Capital Management
Colorado
$201K 6,561 +6,561 New
AAM
295
Advisors Asset Management
Colorado
$181K 5,907 +1,011 +21%
AIC
296
Archer Investment Corporation
Indiana
$174K 5,700 – –
SAM
297
Smartleaf Asset Management
Massachusetts
$169K 5,511 -44 -0.8%
PS
298
Principal Securities
Iowa
$164K 5,353 +4,765 +810%
KBC Group
299
KBC Group
Belgium
$162K 5,283 -2,165 -29%
Mirae Asset Global Investments
300
Mirae Asset Global Investments
South Korea
$162K 5,287 +227 +4%
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