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CareTrust REIT

254 hedge funds and large institutions have $1.96B invested in CareTrust REIT in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 85 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

796% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $365K

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

4% more funds holding

Funds holding: 245254 (+9)

4% more capital invested

Capital invested by funds: $1.88B → $1.96B (+$82.1M)

0% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 85

0.72% less ownership

Funds ownership: 88.49%87.78% (-0.72%)

Holders
254
Holders Change
+9
Holders Change %
+3.67%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
85
Reduced
85
Closed
30
Calls
$3.27M
Puts
$365K
Net Calls
+$2.9M
Net Calls Change
+$830K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$440M -$1.54M -67,241 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$359M +$14.3M +622,040 +4%
State Street
3
State Street
Massachusetts
$114M +$2.85M +124,348 +3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$83.4M -$9.74M -424,250 -11%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$77.7M +$5.6M +244,070 +8%
N
6
Nuveen
North Carolina
$46.2M -$1.67M -72,632 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$45.8M +$2.45M +106,648 +6%
Goldman Sachs
8
Goldman Sachs
New York
$41.6M +$12M +522,919 +41%
Northern Trust
9
Northern Trust
Illinois
$41.5M -$7.01M -305,218 -15%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$32.8M -$393K -17,137 -1%
Charles Schwab
11
Charles Schwab
California
$29.6M +$2.36M +102,873 +9%
Prudential Financial
12
Prudential Financial
New Jersey
$26M -$6.15M -267,856 -19%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$24.8M -$6.45M -280,835 -21%
Norges Bank
14
Norges Bank
Norway
$24.5M -$5.43M -236,718 -18%
JP Morgan Chase
15
JP Morgan Chase
New York
$21.2M +$9.52M +414,578 +83%
Legal & General Group
16
Legal & General Group
United Kingdom
$20M +$150K +6,526 +0.8%
Principal Financial Group
17
Principal Financial Group
Iowa
$17.6M +$1.18M +51,273 +7%
Victory Capital Management
18
Victory Capital Management
Texas
$17M -$1.17M -51,170 -7%
PCM
19
Peregrine Capital Management
Minnesota
$16M +$2.36M +102,755 +18%
HAM
20
Hillcrest Asset Management
Texas
$15.4M +$4.02M +174,995 +36%
RJA
21
Raymond James & Associates
Florida
$14.8M +$1.84M +80,147 +14%
Millennium Management
22
Millennium Management
New York
$14.6M -$13.6M -591,961 -49%
Invesco
23
Invesco
Georgia
$14.2M +$912K +39,719 +7%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$13.7M -$913K -39,772 -6%
Ameriprise
25
Ameriprise
Minnesota
$13.4M +$885K +38,563 +7%

CTRE Hedge Fund Activity: Q1 2021 in Review

254 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CareTrust REIT (CTRE) for Q1 2021, worth a combined $1.96B — up 4.4% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CTRE positions and 30 closed out — a net gain of 11 holders — while 85 added to existing stakes and 85 trimmed.

The largest buyer was Vanguard Group, adding an estimated $14.3M. The largest seller was Millennium Management, cutting an estimated $13.6M.

  • 254 institutional investors held CareTrust REIT (CTRE) as of Q1 2021, up from 245 in Q4 2020.
  • Funds reported $1.96B of CareTrust REIT stock for Q1 2021, up 4.4% quarter-over-quarter.
  • 41 funds opened new CareTrust REIT positions in Q1 2021 and 30 closed out, a net change of +11 holders.
  • The largest CareTrust REIT buyer in Q1 2021 was Vanguard Group, an estimated $14.3M added.
  • The largest CareTrust REIT seller in Q1 2021 was Millennium Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2021.