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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$44M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$296M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$11.4M
4
CIM
4
Centersquare Investment Management
Pennsylvania
$1.33M
5
ECM
5
ExodusPoint Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
351
Allworth Financial
California
$5.14K +$1.01K +38 +24%
AG
352
AmeriFlex Group
Nevada
$4.11K +$4.11K +155 New
CIA
353
Cape Investment Advisory
Georgia
$4.06K – – –
LC
354
Lindbrook Capital
California
$3.87K +$352 +13 +10%
WA
355
Whipplewood Advisors
Colorado
$2.87K +$2.87K +106 New
PAM
356
Parvin Asset Management
South Dakota
$2.71K +$2.71K +100 New
RTL
357
Red Tortoise LLC
Georgia
$2.68K – – –
CA
358
Continuum Advisory
Idaho
$2.65K – – –
FMII
359
Farmers & Merchants Investments Inc
Nebraska
$1.84K – – –
HI
360
Horizon Investments
North Carolina
$1.27K +$1.27K +47 New
PFBT
361
Parkside Financial Bank & Trust
Missouri
$1.19K – – –
CFFP
362
Center for Financial Planning
Michigan
$1.11K +$1.11K +41 New
PMAM
363
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
CFGS
364
Concourse Financial Group Securities
Alabama
$979 +$79 +3 +9%
CFO
365
CVA Family Office
Colorado
$974 – – –
HNB
366
Huntington National Bank
Ohio
$920 +$514 +19 +127%
PWA
367
Physician Wealth Advisors
Utah
$731 +$731 +27 New
LFG
368
Larson Financial Group
Missouri
$676 – – –
BIG
369
Brooklyn Investment Group
New York
$650 +$650 +24 New
SWA
370
SOA Wealth Advisors
New York
$541 +$541 +20 New
AWM
371
Abound Wealth Management
Tennessee
$298 – – –
BTI
372
Blue Trust Inc
Georgia
$271 -$32.4K -1,195 -99%
DF
373
Dunhill Financial
United Kingdom
$228 – – –
FCMT
374
Founders Capital Management (Texas)
Texas
$218 – – –
SSB
375
Sandy Spring Bank
Maryland
$8 – – –
13 14
15
16 17