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CareTrust REIT

234 hedge funds and large institutions have $1.7B invested in CareTrust REIT in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $1.56M | Put options by funds: $671K

0% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 87

0.22% less ownership

Funds ownership: 86.45%86.23% (-0.22%)

4% less funds holding

Funds holding: 245234 (-11)

12% less capital invested

Capital invested by funds: $1.94B → $1.7B (-$241M)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
234
Holders Change
-11
Holders Change %
-4.49%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
87
Reduced
87
Closed
26
Calls
$1.56M
Puts
$671K
Net Calls
+$887K
Net Calls Change
+$337K
Name Holding Trade Value Shares
Change
Change in
Stake
HEIP
126
Hudson Edge Investment Partners
New Jersey
$649K
QCM
127
Quantinno Capital Management
New York
$603K
TRSOTSOK
128
Teachers Retirement System of the State of Kentucky
Kentucky
$553K
HSBC Holdings
129
HSBC Holdings
United Kingdom
$551K -$289K -12,790 -32%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$551K -$46.2K -2,044 -7%
ACM
131
AlphaCrest Capital Management
New York
$542K +$603K +26,690 New
Handelsbanken Fonder
132
Handelsbanken Fonder
Sweden
$539K +$122K +5,400 +26%
ASRS
133
Arizona State Retirement System
Arizona
$536K +$6.71K +297 +1%
MAM
134
Martingale Asset Management
Massachusetts
$534K -$72.5K -3,209 -11%
Daiwa Securities Group
135
Daiwa Securities Group
Japan
$521K +$7.36K +326 +1%
TAM
136
Tocqueville Asset Management
New York
$518K +$33.9K +1,500 +6%
LPL Financial
137
LPL Financial
California
$508K +$18.4K +817 +3%
HF
138
HRT Financial
New York
$443K +$263K +11,655 +115%
CCIA
139
Campbell & Co Investment Adviser
Maryland
$441K +$260K +11,500 +113%
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$439K +$25.7K +1,138 +6%
SAM
141
Seelaus Asset Management
New Jersey
$432K +$32.6K +1,445 +7%
BAM
142
Blueshift Asset Management
New Jersey
$424K +$472K +20,887 New
HWAM
143
Hennion & Walsh Asset Management
New Jersey
$423K +$44.8K +1,984 +11%
DCM
144
Dupont Capital Management
Delaware
$422K +$47.4K +2,098 +11%
SPIA
145
Steward Partners Investment Advisory
New York
$419K +$202K +8,940 +77%
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$406K +$128K +5,678 +40%
Aberdeen Group
147
Aberdeen Group
United Kingdom
$398K -$27.9K -1,234 -6%
PFS
148
Prospera Financial Services
Texas
$379K
MAM
149
Meeder Asset Management
Ohio
$375K +$111K +4,906 +36%
VIA
150
Vident Investment Advisory
Georgia
$373K +$17.4K +769 +4%

CTRE Hedge Fund Activity: Q3 2021 in Review

234 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in CareTrust REIT (CTRE) for Q3 2021, worth a combined $1.7B — down 12% from $1.94B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of CTRE and 16 opened new positions — a net loss of 10 holders — while 87 trimmed existing stakes and 87 added.

The largest buyer was American Century Companies, adding an estimated $28.9M. The largest seller was Nuveen, cutting an estimated $15.2M.

  • 234 institutional investors held CareTrust REIT (CTRE) as of Q3 2021, down from 245 in Q2 2021.
  • Funds reported $1.7B of CareTrust REIT stock for Q3 2021, down 12% quarter-over-quarter.
  • 16 funds opened new CareTrust REIT positions in Q3 2021 and 26 closed out, a net change of -10 holders.
  • The largest CareTrust REIT buyer in Q3 2021 was American Century Companies, an estimated $28.9M added.
  • The largest CareTrust REIT seller in Q3 2021 was Nuveen, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2021.