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CareTrust REIT
CTRE

Overview Fund Activity

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

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$260M
2
Invesco
Invesco
Georgia
+$77.2M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$68.8M
4
BlackRock
BlackRock
New York
+$65.4M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
+$44.2M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$48.6M
2
JAM
Jupiter Asset Management
United Kingdom
-$33.8M
3
ZP
Zimmer Partners
New York
-$29.8M
4
Millennium Management
Millennium Management
New York
-$26.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
276
EntryPoint Capital
New York
$285K -$11K -358 -4%
JWCA
277
J.W. Coons Advisors
Ohio
$285K +$12.9K +422 +5%
OAM
278
Oppenheimer Asset Management
New York
$284K +$284K +9,265 New
NB
279
Norinchukin Bank
Japan
$280K +$14.5K +473 +5%
FDP
280
Financiere des Professionnels
Quebec, Canada
$274K +$274K +8,968 New
Osaic Holdings
281
Osaic Holdings
Arizona
$273K +$31.9K +1,117 +13%
PA
282
Profund Advisors
Maryland
$268K +$6.58K +215 +3%
CGH
283
Crossmark Global Holdings
Texas
$260K +$2.82K +92 +1%
MCM
284
Monument Capital Management
Virginia
$259K +$259K +8,450 New
RG
285
Renaissance Group
Kentucky
$257K -$7.47K -244 -3%
William Blair & Company
286
William Blair & Company
Illinois
$255K – – –
WQ
287
Wealth Quarterback
New Jersey
$237K +$237K +7,751 New
C
288
Covestor
United Kingdom
$223K -$1.56K -51 -0.7%
Pathstone Holdings
289
Pathstone Holdings
New Jersey
$222K +$222K +7,261 New
MML Investors Services
290
MML Investors Services
Massachusetts
$222K +$222K +7,256 New
P
291
&Partners
Tennessee
$220K +$220K +7,204 New
PMA
292
Prudent Man Advisors
Illinois
$216K +$216K +7,049 New
AIM
293
Anchor Investment Management
South Carolina
$214K +$44.1K +1,441 +26%
HW
294
Hancock Whitney
Mississippi
$209K +$209K +6,825 New
TIA
295
Traphagen Investment Advisors
New Jersey
$204K +$204K +6,682 New
BHCM
296
Brevan Howard Capital Management
Jersey
$204K +$204K +6,660 New
CL
297
Choreo LLC
Illinois
$201K +$201K +6,503 New
SCM
298
Shelton Capital Management
Colorado
$201K +$201K +6,561 New
AAM
299
Advisors Asset Management
Colorado
$181K +$30.9K +1,011 +21%
AIC
300
Archer Investment Corporation
Indiana
$174K – – –
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12
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