CareTrust REIT
CTRE
381 hedge funds and large institutions have $5.16B invested in CareTrust REIT in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 149 increasing their positions, 131 reducing their positions, and 45 closing their positions.
202% more call options, than puts
Call options by funds: $14.4M | Put options by funds: $4.78M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
16% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 45
14% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 131
5% more capital invested
Capital invested by funds: $4.89B → $5.16B (+$264M)
1% more funds holding
Funds holding: 376 → 381 (+5)
0.43% less ownership
Funds ownership: 96.54% → 96.11% (-0.43%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$190M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$35.9M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$31.2M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$19.1M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$79.2M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$50.7M |
| 3 |
ZP
Zimmer Partners
New York
|
-$34.6M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$29.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$27.2M |
CTRE Hedge Fund Activity: Q1 2025 in Review
381 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in CareTrust REIT (CTRE) for Q1 2025, worth a combined $5.16B — up 5.4% from $4.89B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new CTRE positions and 45 closed out — a net gain of 7 holders — while 149 added to existing stakes and 131 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $190M. The largest seller was Deutsche Bank, cutting an estimated $79.2M.
- 381 institutional investors held CareTrust REIT (CTRE) as of Q1 2025, up from 376 in Q4 2024.
- Funds reported $5.16B of CareTrust REIT stock for Q1 2025, up 5.4% quarter-over-quarter.
- 52 funds opened new CareTrust REIT positions in Q1 2025 and 45 closed out, a net change of +7 holders.
- The largest CareTrust REIT buyer in Q1 2025 was Fidelity Investments, an estimated $190M added.
- The largest CareTrust REIT seller in Q1 2025 was Deutsche Bank, an estimated $79.2M sold.
Based on aggregated 13F filings for Q1 2025.