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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
PNC
501
Point Nemo Capital
Texas
PFS
502
Prospera Financial Services
Texas
PL
503
Perpetual Ltd
Australia
BPC
504
Banque Pictet & Cie
Switzerland
FNBOO
505
First National Bank of Omaha
Nebraska
Canada Pension Plan Investment Board
506
Canada Pension Plan Investment Board
Ontario, Canada
EF
507
Empowered Funds
Pennsylvania
TIA
508
Traphagen Investment Advisors
New Jersey
SRC
509
Sage Rhino Capital
California
CAS
510
Coppell Advisory Solutions
Texas
VC
511
VarCov Co
Connecticut
AIM
512
Ausbil Investment Management
Australia
MCM
513
Monument Capital Management
Virginia
SL
514
Salomon & Ludwin
Virginia
CIAS
515
CBIZ Investment Advisory Services
Ohio
GWM
516
Greenline Wealth Management
Florida
WFA
517
West Financial Advisors
Iowa
CIA
518
Cape Investment Advisory
Georgia
VWWMG
519
Vermillion & White Wealth Management Group
Pennsylvania
EW
520
Elyxium Wealth
California
AW
521
Ankerstar Wealth
Texas
FHA
522
Flagship Harbor Advisors
Massachusetts
OC
523
Optima Capital
Oregon
GWM
524
Gilpin Wealth Management
Colorado
MAM
525
Marquette Asset Management
Minnesota