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CareTrust REIT
CTRE

Overview Fund Activity

374 hedge funds and large institutions have $4.89B invested in CareTrust REIT in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 205 increasing their positions, 57 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+28
Holders Change %
+8.09%
% of All Funds
4.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
68
Increased
205
Reduced
57
Closed
35
Calls
$452K
Puts
$7.05M
Net Calls
-$6.59M
Net Calls Change
-$7.65M

Top Buyers

1
BlackRock
BlackRock
New York
$922M
2
Vanguard Group
Vanguard Group
Pennsylvania
$738M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$215M
4
State Street
State Street
Massachusetts
$292M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$73.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$44M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$296M
3
Marshall Wace
Marshall Wace
United Kingdom
$11.4M
4
CIM
Centersquare Investment Management
Pennsylvania
$1.33M
5
ECM
ExodusPoint Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
326
Fifth Third Bancorp
Ohio
$16.9K +$2.03K +75 +14%
HWA
327
Heritage Wealth Advisors
Virginia
$16.2K +$1.81K +67 +13%
CA
328
Clearstead Advisors
Ohio
$16.1K – – –
PS
329
Principal Securities
Iowa
$15.9K -$189 -7 -1%
EWA
330
EverSource Wealth Advisors
Alabama
$15.5K +$5.98K +221 +63%
Jones Financial Companies
331
Jones Financial Companies
Missouri
$15.5K +$568 +21 +4%
HT
332
Headlands Technologies
Illinois
$14.4K +$14.4K +533 New
MFA
333
McClarren Financial Advisors
Pennsylvania
$14K +$14K +538 New
LFA
334
LGT Financial Advisors
Texas
$13.8K – – –
API
335
Asset Planning Inc
California
$13.8K +$13.8K +508 New
FFL
336
Financial Freedom LLC
Ohio
$11.2K +$108 +4 +1%
ST
337
Smithfield Trust
Pennsylvania
$11K – – –
Bessemer Group
338
Bessemer Group
New Jersey
$11K +$5.66K +214 +106%
BTD
339
BankPlus Trust Department
Mississippi
$10.6K +$10.6K +393 New
HPC
340
HM Payson & Co
Maine
$10.1K – – –
MEG
341
Millstone Evans Group
Colorado
$9.01K +$9.01K +333 New
AAP
342
Arax Advisory Partners
Colorado
$8.28K -$1.27K -47 -13%
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$7.55K +$3.84K +142 +104%
BIA
344
Bell Investment Advisors
California
$7.17K +$1.46K +54 +26%
MHR
345
Matthew Hamilton Rosenberg
$6.95K – – –
QC
346
Quent Capital
New York
$6.76K +$6.76K +250 New
HIM
347
Hillsdale Investment Management
Ontario, Canada
$6.49K +$541 +20 +9%
ME
348
McIlrath & Eck
Washington
$5.41K – – –
PTC
349
Private Trust Company
Ohio
$5.36K – – –
KFI
350
Key Financial Inc
Pennsylvania
$5.25K – – –
12 13
14
15 16