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CareTrust REIT
CTRE

Overview Fund Activity

317 hedge funds and large institutions have $3.61B invested in CareTrust REIT in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 143 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+31
Holders Change %
+10.84%
% of All Funds
4.61%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
52
Increased
143
Reduced
87
Closed
17
Calls
$1.15M
Puts
$163K
Net Calls
+$986K
Net Calls Change
-$121K

Top Buyers

1
BlackRock
BlackRock
New York
$676M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$304M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$42.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$549M
5
ZP
Zimmer Partners
New York
$81.7M

Top Sellers

1
Millennium Management
Millennium Management
New York
$21.8M
2
American Century Companies
American Century Companies
Missouri
$72M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$96.9K
5
UBS AM
UBS AM
Illinois
$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
276
Jones Financial Companies
Missouri
$13.7K +$13.7K +547 New
PS
277
Principal Securities
Iowa
$13.6K +$2.26K +90 +20%
HWA
278
Heritage Wealth Advisors
Virginia
$13.4K – – –
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$13.2K +$11.2K +447 +581%
AEPWM
280
Atlantic Edge Private Wealth Management
Florida
$12.9K +$151 +6 +1%
LFA
281
LGT Financial Advisors
Texas
$12.8K – – –
UB
282
UMB Bank
Missouri
$12.8K +$11.5K +459 +883%
Fifth Third Bancorp
283
Fifth Third Bancorp
Ohio
$12.2K +$1.78K +71 +17%
BTI
284
Blue Trust Inc
Georgia
$10.6K +$10.4K +427 +7,117%
RA
285
Rise Advisors
New York
$10.4K -$6.37K -254 -38%
FFL
286
Financial Freedom LLC
Ohio
$10.1K +$126 +5 +1%
VWM
287
Valley Wealth Managers
New Jersey
$10K +$10K +400 New
ST
288
Smithfield Trust
Pennsylvania
$10K – – –
HPC
289
HM Payson & Co
Maine
$9.41K – – –
AAP
290
Arax Advisory Partners
Colorado
$8.86K +$8.86K +353 New
EWA
291
EverSource Wealth Advisors
Alabama
$8.28K +$1.62K +60 +24%
CA
292
Clearstead Advisors
Ohio
$7.08K +$7.08K +282 New
Bessemer Group
293
Bessemer Group
New Jersey
$7K – – –
BIA
294
Bell Investment Advisors
California
$5.3K +$527 +21 +11%
ME
295
McIlrath & Eck
Washington
$5.02K – – –
RWMG
296
Redwood Wealth Management Group
New Jersey
$5.02K +$5.02K +200 New
KFI
297
Key Financial Inc
Pennsylvania
$4.87K – – –
PA
298
Parallel Advisors
California
$4.32K +$4.32K +172 New
AF
299
Allworth Financial
California
$4.18K +$455 +17 +12%
PTC
300
Private Trust Company
Ohio
$4.09K +$4.09K +163 New
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