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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 %
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$161K 5,264 +3,286 +166%
SOAMC
302
Spirit of America Management Corp
New York
$153K 5,000 – –
BNP Paribas Asset Management
303
BNP Paribas Asset Management
France
$152K 4,961 +4,961 New
GI
304
GAMMA Investing
California
$137K 4,469 +1,341 +43%
PW
305
Pandora Wealth
Illinois
$129K 4,200 – –
SG Americas Securities
306
SG Americas Securities
New York
$124K 4,038 -8,343 -67%
SR
307
Summer Road
Florida
$113K 3,750 – –
GFM
308
GF Fund Management
China
$101K 3,310 -238 -7%
Bessemer Group
309
Bessemer Group
New Jersey
$101K 3,307 +2,940 +801%
NICM
310
Neo Ivy Capital Management
New York
$94K 3,073 +3,017 +5,388%
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$90K 2,955 +953 +48%
PTC
312
Private Trust Company
Ohio
$86.5K 2,828 +2,630 +1,328%
MCM
313
MAI Capital Management
Ohio
$84.9K 2,775 -917 -25%
S
314
SignatureFD
Georgia
$73.3K 2,397 -63 -3%
FWM
315
FSA Wealth Management
Massachusetts
$71.5K 2,335 -500 -18%
Jones Financial Companies
316
Jones Financial Companies
Missouri
$70.6K 2,306 +1,234 +115%
RIL
317
Rothschild Investment LLC
Illinois
$50.8K 1,661 +60 +4%
VCM
318
Versant Capital Management
Arizona
$48.4K 1,582 +4 +0.3%
CA
319
Crewe Advisors
Utah
$44.2K 1,445 -13 -0.9%
GRP
320
Global Retirement Partners
California
$43.1K 1,407 +1,407 New
ETC
321
Exchange Traded Concepts
Oklahoma
$39.4K 1,287 +340 +36%
UB
322
UMB Bank
Missouri
$34.6K 1,131 +140 +14%
EWA
323
EverSource Wealth Advisors
Alabama
$34.4K 1,124 +644 +134%
ATC
324
Advantage Trust Company
Kansas
$33.7K 1,100 – –
PA
325
Parallel Advisors
California
$33.7K 1,100 +575 +110%
11 12
13
14 15