CareTrust REIT
CTRE
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.
240% more call options, than puts
Call options by funds: $1.57M | Put options by funds: $462K
103% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 71
20% more capital invested
Capital invested by funds: $2.7B → $3.24B (+$539M)
3% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 36
0% less funds holding
Funds holding: 287 → 286 (-1)
2.74% less ownership
Funds ownership: 101.23% → 98.49% (-2.7%)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$81.3M |
| 2 |
BlackRock
New York
|
+$54.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$53.6M |
| 4 |
ZP
Zimmer Partners
New York
|
+$38.7M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$33.4M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$47.7M |
| 2 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$17.4M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
-$17.3M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$14.5M |
| 5 |
Two Sigma Investments
New York
|
-$14.1M |
CTRE Hedge Fund Activity: Q1 2024 in Review
286 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CareTrust REIT (CTRE) for Q1 2024, worth a combined $3.24B — up 20% from $2.7B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new CTRE positions and 36 closed out — a net gain of 1 holder — while 144 added to existing stakes and 71 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $81.3M. The largest seller was Morgan Stanley, cutting an estimated $47.7M.
- 286 institutional investors held CareTrust REIT (CTRE) as of Q1 2024, down from 287 in Q4 2023.
- Funds reported $3.24B of CareTrust REIT stock for Q1 2024, up 20% quarter-over-quarter.
- 37 funds opened new CareTrust REIT positions in Q1 2024 and 36 closed out, a net change of +1 holder.
- The largest CareTrust REIT buyer in Q1 2024 was Wellington Management Group, an estimated $81.3M added.
- The largest CareTrust REIT seller in Q1 2024 was Morgan Stanley, an estimated $47.7M sold.
Based on aggregated 13F filings for Q1 2024.