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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 %
BI
326
Binnacle Investments
Iowa
$32.4K 1,060 – –
Loomis, Sayles & Company
327
Loomis, Sayles & Company
Massachusetts
$30.4K 993 -119 -11%
CI Investments Inc
328
CI Investments Inc
Ontario, Canada
$30K 996 +355 +55%
IA
329
IFP Advisors
Florida
$28.3K 869 +269 +45%
FFA
330
Farther Finance Advisors
California
$26.1K 852 -635 -43%
DJSG
331
D.J. St. Germain
Massachusetts
$24.5K 800 +800 New
MIM
332
MTM Investment Management
South Carolina
$24.5K 800 +800 New
CA
333
Clearstead Advisors
Ohio
$24.3K 793 +196 +33%
HT
334
Headlands Technologies
Illinois
$23.7K 774 +774 New
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$21.7K 709 +61 +9%
HWA
336
Heritage Wealth Advisors
Virginia
$21.4K 700 – –
TPWA
337
Twin Peaks Wealth Advisors
California
$20.3K 616 +616 New
BIA
338
Bell Investment Advisors
California
$16.6K 542 +231 +74%
API
339
Asset Planning Inc
California
$15.9K 520 +6 +1%
GEA
340
Glen Eagle Advisors
New Jersey
$15K 490 +6 +1%
AF
341
Allworth Financial
California
$14.9K 487 +305 +168%
KIM
342
Kestra Investment Management
Texas
$14.4K 486 +243 +100%
SA
343
Scarborough Advisors
Maryland
$14.3K 467 +467 New
Group One Trading
344
Group One Trading
Illinois
$13.7K 449 +412 +1,114%
KFI
345
Key Financial Inc
Pennsylvania
$13.4K 437 +243 +125%
ST
346
Smithfield Trust
Pennsylvania
$13K 405 – –
FFL
347
Financial Freedom LLC
Ohio
$12.9K 422 +5 +1%
PFBT
348
Parkside Financial Bank & Trust
Missouri
$12.7K 415 +66 +19%
BTD
349
BankPlus Trust Department
Mississippi
$12K 393 – –
ADL
350
Asset Dedication LLC
California
$10.7K 350 +350 New
12 13
14
15 16