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CareTrust REIT

490 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, 195 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 41

24% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 157

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more funds holding

Funds holding: 463490 (+27)

0% less capital invested

Capital invested by funds: $8.45B → $8.44B (-$6.62M)

1.44% less ownership

Funds ownership: 104.52%103.07% (-1.4%)

39% less call options, than puts

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

Holders
490
Holders Change
+27
Holders Change %
+5.83%
% of All Funds
6.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
78
Increased
195
Reduced
157
Closed
41
Calls
$2.68M
Puts
$4.4M
Net Calls
-$1.72M
Net Calls Change
+$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
526
Optima Capital
Oregon
-$766 -21 Closed
GWM
527
Gilpin Wealth Management
Colorado
-$615 -17 Closed
AW
528
Avion Wealth
Texas
-$538 -14 -48%
MAM
529
Marquette Asset Management
Minnesota
-$507 -14 Closed
AWM
530
Abound Wealth Management
Tennessee
-$398 -11 Closed
LFG
531
Larson Financial Group
Missouri
-$362 -10 Closed