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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 %
RTL
376
Red Tortoise LLC
Georgia
$3.03K 99 – –
CT
377
Colonial Trust
South Carolina
$2.85K 93 +93 New
DWM
378
Dogwood Wealth Management
Kansas
$2.79K 90 +90 New
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$2.75K 90 – –
PWAM
380
Private Wealth Asset Management
Iowa
$2.36K 77 – –
CT
381
Clearstead Trust
Maine
$2.11K 69 +69 New
WSFS
382
Wilmington Savings Fund Society
Delaware
$2.02K 66 +66 New
HFS
383
Hantz Financial Services
Michigan
$2K 50 +50 New
PPA
384
Painted Porch Advisors
California
$1.22K 40 +2 +5%
CFO
385
CVA Family Office
Colorado
$1.1K 36 – –
PMAM
386
Picton Mahoney Asset Management
Ontario, Canada
$1K 37 – –
NS
387
NBC Securities
Alabama
$1K 42 +42 New
QL
388
Quarry LP
New York
$979 32 -1,613 -98%
PWA
389
Physician Wealth Advisors
Utah
$827 27 – –
LFG
390
Larson Financial Group
Missouri
$643 21 -4 -16%
SWM
391
Spire Wealth Management
Virginia
$520 17 +17 New
TWD
392
True Wealth Design
Ohio
$490 16 – –
AA
393
Ancora Advisors
Ohio
$398 13 +13 New
AWM
394
Abound Wealth Management
Tennessee
$337 11 – –
BTI
395
Blue Trust Inc
Georgia
$306 10 – –
FCMT
396
Founders Capital Management (Texas)
Texas
$253 8 – –
OP
397
ORG Partners
Indiana
– – -12 Closed
JAM
398
Jupiter Asset Management
United Kingdom
– – -1,181,431 Closed
LSA
399
L & S Advisors
California
– – -248,514 Closed
Squarepoint
400
Squarepoint
New York
– – -194,710 Closed
14 15
16
17 18