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CareTrust REIT
CTRE

Overview Fund Activity

238 hedge funds and large institutions have $1.73B invested in CareTrust REIT in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-8
Holders Change %
-3.25%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
98
Reduced
80
Closed
31
Calls
$1.78M
Puts
$430K
Net Calls
+$1.35M
Net Calls Change
+$267K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$31.5M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$18.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$326M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$10.6M
5
BC
5
Brookfield Corp
Ontario, Canada
$35.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$10.1M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$0
3
FP
3
Foundry Partners
Minnesota
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$21.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
201
Citadel Advisors
Florida
$21.8K -$3.38M -172,596 -99%
EWM
202
Evermay Wealth Management
Virginia
$20.5K -$10.5K -531 -34%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$17.6K +$5.66K +289 +47%
IA
204
IFP Advisors
Florida
$16.6K -$31.9K -1,927 -66%
S
205
SignatureFD
Georgia
$16.3K -$842 -43 -5%
VCM
206
Versant Capital Management
Arizona
$16.3K -$1.91K -98 -11%
MIM
207
Macroview Investment Management
Maryland
$14.2K +$196 +10 +1%
GRP
208
Global Retirement Partners
California
$12.7K – – –
JMF
209
Johnson Midwest Financial
Iowa
$12.1K +$157 +8 +1%
BAM
210
Belpointe Asset Management
Nevada
$11.7K – – –
MHR
211
Matthew Hamilton Rosenberg
$9.2K +$78 +4 +0.9%
BAM
212
Baldrige Asset Management
Pennsylvania
$9K +$9K +459 New
EI
213
Ellevest Inc
New York
$8.15K +$1.59K +81 +24%
ST
214
Smithfield Trust
Pennsylvania
$8K – – –
FFL
215
Financial Freedom LLC
Ohio
$7.42K +$117 +6 +2%
HPC
216
HM Payson & Co
Maine
$7.34K -$490 -25 -6%
PFBT
217
Parkside Financial Bank & Trust
Missouri
$6.6K – – –
EWA
218
EverSource Wealth Advisors
Alabama
$5.68K – – –
BIA
219
Bell Investment Advisors
California
$4.33K – – –
TWM
220
Tradition Wealth Management
Minnesota
$4K – – –
Bessemer Group
221
Bessemer Group
New Jersey
$4K +$4K +211 New
CIA
222
Cape Investment Advisory
Georgia
$2.94K +$2.94K +150 New
UB
223
UMB Bank
Missouri
$2.55K – – –
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$2.49K -$1.88K -96 -43%
TWA
225
TCI Wealth Advisors
Arizona
$2.33K – – –
7 8
9
10 11