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CareTrust REIT

348 hedge funds and large institutions have $5.08B invested in CareTrust REIT in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 156 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $188K

144% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 25

70% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 92

41% more capital invested

Capital invested by funds: $3.61B → $5.08B (+$1.47B)

10% more funds holding

Funds holding: 317348 (+31)

5.43% more ownership

Funds ownership: 101.22%106.64% (+5.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
348
Holders Change
+31
Holders Change %
+9.78%
% of All Funds
5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
61
Increased
156
Reduced
92
Closed
25
Calls
$1.24M
Puts
$188K
Net Calls
+$1.05M
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
326
Allworth Financial
California
$4.82K
CIA
327
Cape Investment Advisory
Georgia
$4.63K
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$4.23K
LC
329
Lindbrook Capital
California
$4.01K
RTL
330
Red Tortoise LLC
Georgia
$3.06K
CA
331
Continuum Advisory
Idaho
$2.93K
RWM
332
Reston Wealth Management
Virginia
$2.4K +$2.21K +78 New
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$2.1K
BWL
334
Bogart Wealth LLC
Virginia
$2.08K
PFBT
335
Parkside Financial Bank & Trust
Missouri
$1.36K
CPA
336
Capital Performance Advisors
California
$1.3K +$1.19K +42 New
CFO
337
CVA Family Office
Colorado
$1.11K
CFGS
338
Concourse Financial Group Securities
Alabama
$1.06K +$28 +1 +3%
PMAM
339
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.05K +37 New
LFG
340
Larson Financial Group
Missouri
$772
SWM
341
Spire Wealth Management
Virginia
$525 +$481 +17 New
IAIM
342
International Assets Investment Management
Florida
$500 +$437K +15,430 New
HNB
343
Huntington National Bank
Ohio
$463
MFG
344
Mendota Financial Group
Wisconsin
$371 +$340 +12 New
AWM
345
Abound Wealth Management
Tennessee
$340 -$283 -10 -48%
OP
346
ORG Partners
Indiana
$268 -$24.2K -855 -99%
DF
347
Dunhill Financial
United Kingdom
$260 +$226 +8 New
FCMT
348
Founders Capital Management (Texas)
Texas
$247 +$226 +8 New
LMGAM
349
Liberty Mutual Group Asset Management
Massachusetts
-$1.51M -60,087 Closed
MFS
350
Mirabella Financial Services
United Kingdom
-$822K -32,745 Closed