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CareTrust REIT
CTRE

Overview Fund Activity

286 hedge funds and large institutions have $3.24B invested in CareTrust REIT in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 144 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
4.15%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
37
Increased
144
Reduced
71
Closed
36
Calls
$1.57M
Puts
$462K
Net Calls
+$1.11M
Net Calls Change
-$471K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$251M
2
BlackRock
BlackRock
New York
$607M
3
Vanguard Group
Vanguard Group
Pennsylvania
$494M
4
ZP
Zimmer Partners
New York
$41.8M
5
Marshall Wace
Marshall Wace
United Kingdom
$64.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$56.5M
2
SSA
Schonfeld Strategic Advisors
New York
$3.7M
3
HRES
Heitman Real Estate Securities
Illinois
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$7.27M
5
JAM
Jupiter Asset Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
201
Values First Advisors
Tennessee
$302K +$24.1K +987 +9%
SAG
202
SageView Advisory Group
California
$298K -$93.2K -3,823 -24%
GIM
203
Groesbeck Investment Management
New Jersey
$297K – – –
IIC
204
Integrated Investment Consultants
Michigan
$295K – – –
MWC
205
MBM Wealth Consultants
Missouri
$294K -$7.37K -299 -2%
AIP
206
Ameritas Investment Partners
Nebraska
$292K +$38.7K +1,589 +15%
AAM
207
Advisors Asset Management
Colorado
$279K -$101K -4,144 -27%
Commonwealth Equity Services
208
Commonwealth Equity Services
Massachusetts
$273K -$29.8K -1,225 -10%
FIA
209
Foundations Investment Advisors
Arizona
$272K -$23K -943 -8%
SOW
210
State of Wyoming
Wyoming
$271K +$13.9K +570 +5%
MAM
211
Milestone Asset Management
Pennsylvania
$266K +$266K +10,898 New
Mercer Global Advisors
212
Mercer Global Advisors
Colorado
$262K +$262K +10,771 New
USAA
213
United Services Automobile Association
Texas
$261K +$261K +10,704 New
M&T Bank
214
M&T Bank
New York
$258K +$829 +34 +0.3%
BF
215
BOK Financial
Oklahoma
$253K +$66.5K +2,744 +36%
MLICM
216
Metropolitan Life Insurance Company (MetLife)
New York
$252K +$22.3K +915 +10%
B
217
Bailard
California
$249K -$15.5K -638 -6%
AA
218
AlphaMark Advisors
Kentucky
$245K +$157K +6,425 +177%
AC
219
Aristeia Capital
Connecticut
$241K +$241K +9,873 New
Pathstone Holdings
220
Pathstone Holdings
New Jersey
$234K -$12K -491 -5%
GAM
221
Gotham Asset Management
New York
$226K +$226K +9,294 New
ECM
222
Evergreen Capital Management
Washington
$226K -$19.4K -788 -8%
VPIM
223
Vanguard Personalized Indexing Management
California
$224K +$224K +9,176 New
MGP
224
Metis Global Partners
California
$215K +$215K +8,840 New
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$211K -$143K -5,888 -40%
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9
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