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CareTrust REIT

486 hedge funds and large institutions have $8.44B invested in CareTrust REIT in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 192 increasing their positions, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0% less capital invested

Capital invested by funds: $8.45B → $8.44B (-$10.7M)

1.49% less ownership

Funds ownership: 104.52%103.02% (-1.5%)

39% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $4.4M

Holders
486
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.68M
Puts
$4.4M
Net Calls
Net Calls Change

Top Buyers

1 +$112M
2 +$93.2M
3 +$75.7M
4
N
Nuveen
North Carolina
+$58.2M
5
Jane Street
Jane Street
New York
+$51.2M

Top Sellers

1 -$226M
2 -$173M
3 -$50.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$45.7M
5
Invesco
Invesco
Georgia
-$40.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
401
MTM Investment Management
South Carolina
$29.3K
PWPS
402
Pinnacle Wealth Planning Services
Ohio
$25.7K
WTC
403
WhitTier Trust Company
Nevada
$23.6K
AWA
404
Acumen Wealth Advisors
Tennessee
$23.3K
CA
405
Clearstead Advisors
Ohio
$23.2K
SWM
406
Spire Wealth Management
Virginia
$22.6K
CA
407
Centerpoint Advisors
Massachusetts
$22K
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$21.7K
CPG
409
Cornerstone Planning Group
New Jersey
$21.2K
HHCP
410
Hilton Head Capital Partners
South Carolina
$20.7K
ACM
411
Aster Capital Management
United Arab Emirates
$20.2K
API
412
Asset Planning Inc
California
$19.6K
BIA
413
Bell Investment Advisors
California
$19.4K
UFF
414
USA Financial Formulas
Michigan
$18.4K
SA
415
Scarborough Advisors
Maryland
$18.4K
HNB
416
Huntington National Bank
Ohio
$17.3K
GEA
417
Glen Eagle Advisors
New Jersey
$17.3K
CAL
418
Capital Analysts LLC
Pennsylvania
$17K
BFS
419
Bare Financial Services
Pennsylvania
$16.8K
DWP
420
Destiny Wealth Partners
Florida
$16.1K
PFBT
421
Parkside Financial Bank & Trust
Missouri
$16.1K
FFL
422
Financial Freedom LLC
Ohio
$15.6K
ST
423
Smithfield Trust
Pennsylvania
$15K
HIMS
424
Hager Investment Management Services
New Hampshire
$14.6K
HPC
425
HM Payson & Co
Maine
$13.7K