CareTrust REIT
CTRE
376 hedge funds and large institutions have $4.89B invested in CareTrust REIT in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 205 increasing their positions, 59 reducing their positions, and 35 closing their positions.
247% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 59
94% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 35
8% more funds holding
Funds holding: 348 → 376 (+28)
4% less capital invested
Capital invested by funds: $5.08B → $4.89B (-$184M)
10.12% less ownership
Funds ownership: 106.66% → 96.54% (-10%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
94% less call options, than puts
Call options by funds: $452K | Put options by funds: $7.05M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$214M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$127M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$80.9M |
| 4 |
State Street
Boston,
Massachusetts
|
+$70.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$48.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$157M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$55.4M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$54.1M |
| 4 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$49.4M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$39.5M |
CTRE Hedge Fund Activity: Q4 2024 in Review
376 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in CareTrust REIT (CTRE) for Q4 2024, worth a combined $4.89B — down 3.6% from $5.08B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new CTRE positions and 35 closed out — a net gain of 33 holders — while 205 added to existing stakes and 59 trimmed.
The largest buyer was BlackRock, adding an estimated $214M. The largest seller was JP Morgan Chase, cutting an estimated $157M.
- 376 institutional investors held CareTrust REIT (CTRE) as of Q4 2024, up from 348 in Q3 2024.
- Funds reported $4.89B of CareTrust REIT stock for Q4 2024, down 3.6% quarter-over-quarter.
- 68 funds opened new CareTrust REIT positions in Q4 2024 and 35 closed out, a net change of +33 holders.
- The largest CareTrust REIT buyer in Q4 2024 was BlackRock, an estimated $214M added.
- The largest CareTrust REIT seller in Q4 2024 was JP Morgan Chase, an estimated $157M sold.
Based on aggregated 13F filings for Q4 2024.