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CareTrust REIT

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
Name Holding Trade Value Shares
Change
Shares
Change %
UB
326
UMB Bank
Missouri
$34.6K +$4.28K +140 +14%
EWA
327
EverSource Wealth Advisors
Alabama
$34.4K +$19.7K +644 +134%
ATC
328
Advantage Trust Company
Kansas
$33.7K
PA
329
Parallel Advisors
California
$33.7K +$17.6K +575 +110%
BI
330
Binnacle Investments
Iowa
$32.4K
Loomis, Sayles & Company
331
Loomis, Sayles & Company
Massachusetts
$30.4K -$3.64K -119 -11%
CI Investments Inc
332
CI Investments Inc
Ontario, Canada
$30K +$10.7K +355 +55%
IA
333
IFP Advisors
Florida
$28.3K +$8.76K +269 +45%
FFA
334
Farther Finance Advisors
California
$26.1K -$19.4K -635 -43%
DJSG
335
D.J. St. Germain
Massachusetts
$24.5K +$24.5K +800 New
MIM
336
MTM Investment Management
South Carolina
$24.5K +$24.5K +800 New
CA
337
Clearstead Advisors
Ohio
$24.3K +$6K +196 +33%
HT
338
Headlands Technologies
Illinois
$23.7K +$23.7K +774 New
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$21.7K +$1.87K +61 +9%
HWA
340
Heritage Wealth Advisors
Virginia
$21.4K
TPWA
341
Twin Peaks Wealth Advisors
California
$20.3K +$20.3K +616 New
BIA
342
Bell Investment Advisors
California
$16.6K +$7.07K +231 +74%
API
343
Asset Planning Inc
California
$15.9K +$184 +6 +1%
GEA
344
Glen Eagle Advisors
New Jersey
$15K +$183 +6 +1%
AF
345
Allworth Financial
California
$14.9K +$9.33K +305 +168%
KIM
346
Kestra Investment Management
Texas
$14.4K +$7.19K +243 +100%
SA
347
Scarborough Advisors
Maryland
$14.3K +$14.3K +467 New
Group One Trading
348
Group One Trading
Illinois
$13.7K +$12.6K +412 +1,114%
KFI
349
Key Financial Inc
Pennsylvania
$13.4K +$7.44K +243 +125%
ST
350
Smithfield Trust
Pennsylvania
$13K