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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 %
MEG
351
Millstone Evans Group
Colorado
$10.2K 333 – –
AGWCA
352
Annis Gardner Whiting Capital Advisors
Florida
$9.58K 313 +313 New
AP
353
Atwood & Palmer
Missouri
$9.06K 296 +296 New
HCA
354
Harbor Capital Advisors
Illinois
$9K 291 – –
CAL
355
Capital Analysts LLC
Pennsylvania
$9K 282 +2 +0.7%
BIG
356
Brooklyn Investment Group
New York
$9K 294 +134 +84%
BFS
357
Bare Financial Services
Pennsylvania
$8.9K 291 +219 +304%
ACM
358
Accent Capital Management
Ohio
$8.51K 275 +275 New
MHR
359
Matthew Hamilton Rosenberg
$7.86K 257 – –
BCMLT
360
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.65K 250 – –
Northwestern Mutual Wealth Management
361
Northwestern Mutual Wealth Management
Wisconsin
$7.65K 250 +250 New
HIM
362
Hillsdale Investment Management
Ontario, Canada
$7.34K 240 – –
TWPM
363
Total Wealth Planning & Management
Florida
$7.04K 10,700 +10,700 New
FFO
364
Fortitude Family Office
Arizona
$6.95K 227 +227 New
HNB
365
Huntington National Bank
Ohio
$6.58K 215 -10 -4%
SWP
366
Strategic Wealth Partners
Ohio
$6.37K 208 +208 New
MAM
367
Meeder Asset Management
Ohio
$6.24K 204 +204 New
ME
368
McIlrath & Eck
Washington
$6.12K 200 – –
WT
369
Whittier Trust
California
$5.84K 191 +191 New
HNW
370
High Note Wealth
Minnesota
$5.02K 164 -4 -2%
AG
371
AmeriFlex Group
Nevada
$4.74K 155 – –
WFA
372
West Financial Advisors
Iowa
$4.65K 152 +2 +1%
CIA
373
Cape Investment Advisory
Georgia
$4.59K 150 – –
VWWMG
374
Vermillion & White Wealth Management Group
Pennsylvania
$4.28K 140 -18 -11%
WA
375
Whipplewood Advisors
Colorado
$3.95K 129 +112 +659%
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