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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 %
WFA
376
West Financial Advisors
Iowa
$4.65K +$61 +2 +1%
CIA
377
Cape Investment Advisory
Georgia
$4.59K
VWWMG
378
Vermillion & White Wealth Management Group
Pennsylvania
$4.28K -$551 -18 -11%
WA
379
Whipplewood Advisors
Colorado
$3.95K +$3.43K +112 +659%
RTL
380
Red Tortoise LLC
Georgia
$3.03K
CT
381
Colonial Trust
South Carolina
$2.85K +$2.85K +93 New
DWM
382
Dogwood Wealth Management
Kansas
$2.79K +$2.79K +90 New
FMII
383
Farmers & Merchants Investments Inc
Nebraska
$2.75K
PWAM
384
Private Wealth Asset Management
Iowa
$2.36K
CT
385
Clearstead Trust
Maine
$2.11K +$2.11K +69 New
WSFS
386
Wilmington Savings Fund Society
Delaware
$2.02K +$2.02K +66 New
HFS
387
Hantz Financial Services
Michigan
$2K +$2K +50 New
PPA
388
Painted Porch Advisors
California
$1.22K +$61 +2 +5%
CFO
389
CVA Family Office
Colorado
$1.1K
PMAM
390
Picton Mahoney Asset Management
Ontario, Canada
$1K
NS
391
NBC Securities
Alabama
$1K +$1K +42 New
QL
392
Quarry LP
New York
$979 -$49.3K -1,613 -98%
PWA
393
Physician Wealth Advisors
Utah
$827
LFG
394
Larson Financial Group
Missouri
$643 -$122 -4 -16%
SWM
395
Spire Wealth Management
Virginia
$520 +$520 +17 New
TWD
396
True Wealth Design
Ohio
$490
AA
397
Ancora Advisors
Ohio
$398 +$398 +13 New
AWM
398
Abound Wealth Management
Tennessee
$337
BTI
399
Blue Trust Inc
Georgia
$306
FCMT
400
Founders Capital Management (Texas)
Texas
$253