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CareTrust REIT
CTRE

Overview Fund Activity

376 hedge funds and large institutions have $5.14B invested in CareTrust REIT in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 128 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
5.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
52
Increased
147
Reduced
128
Closed
46
Calls
$14.4M
Puts
$4.78M
Net Calls
+$9.67M
Net Calls Change
+$16.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$202M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$38.2M
3
JAM
Jupiter Asset Management
United Kingdom
+$33.2M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$20.3M
5
SSA
Schonfeld Strategic Advisors
New York
+$18.7M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$84.3M
2
Prudential Financial
Prudential Financial
New Jersey
-$53.9M
3
ZP
Zimmer Partners
New York
-$36.9M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$31.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
351
Cape Investment Advisory
Georgia
$4.29K – – –
WFA
352
West Financial Advisors
Iowa
$4.29K +$4.29K +150 New
WA
353
Whipplewood Advisors
Colorado
$3.03K -$15.9K -89 -84%
RTL
354
Red Tortoise LLC
Georgia
$2.83K – – –
CA
355
Continuum Advisory
Idaho
$2.8K – – –
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$2.57K +$629 +22 +32%
PWAM
357
Private Wealth Asset Management
Iowa
$2.2K +$2.2K +77 New
BFS
358
Bare Financial Services
Pennsylvania
$2.06K +$2.06K +72 New
Federated Hermes
359
Federated Hermes
Pennsylvania
$2.03K +$2.03K +71 New
NICM
360
Neo Ivy Capital Management
New York
$1.6K +$1.6K +56 New
SC
361
Stephens Consulting
Michigan
$1.29K +$1.29K +45 New
WGS
362
Washington Growth Strategies
District of Columbia
$1.24K +$1.24K +29 New
PPA
363
Painted Porch Advisors
California
$1.09K +$1.09K +38 New
Group One Trading
364
Group One Trading
Illinois
$1.06K +$1.06K +37 New
CFO
365
CVA Family Office
Colorado
$1.03K – – –
PMAM
366
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
PWA
367
Physician Wealth Advisors
Utah
$772 – – –
LFG
368
Larson Financial Group
Missouri
$715 – – –
MAFA
369
MJT & Associates Financial Advisory
Minnesota
$715 +$715 +25 New
SWA
370
SOA Wealth Advisors
New York
$572 – – –
TWD
371
True Wealth Design
Ohio
$458 +$458 +16 New
OP
372
ORG Partners
Indiana
$451 -$581K -15,469 -100%
AWM
373
Abound Wealth Management
Tennessee
$315 – – –
BTI
374
Blue Trust Inc
Georgia
$286 – – –
DF
375
Dunhill Financial
United Kingdom
$241 – – –
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15
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