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CareTrust REIT

463 hedge funds and large institutions have $8.45B invested in CareTrust REIT in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 205 increasing their positions, 128 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 48

60% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 128

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more capital invested

Capital invested by funds: $7.77B → $8.45B (+$682M)

6% more funds holding

Funds holding: 437463 (+26)

1.85% more ownership

Funds ownership: 102.65%104.5% (+1.8%)

71% less call options, than puts

Call options by funds: $1.81M | Put options by funds: $6.27M

Holders
463
Holders Change
+26
Holders Change %
+5.95%
% of All Funds
5.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
78
Increased
205
Reduced
128
Closed
48
Calls
$1.81M
Puts
$6.27M
Net Calls
-$4.46M
Net Calls Change
-$9.31M

CTRE Hedge Fund Activity: Q4 2025 in Review

463 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in CareTrust REIT (CTRE) for Q4 2025, worth a combined $8.45B — up 8.8% from $7.77B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new CTRE positions and 48 closed out — a net gain of 30 holders — while 205 added to existing stakes and 128 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $121M. The largest seller was Cohen & Steers, cutting an estimated $63.6M.

  • 463 institutional investors held CareTrust REIT (CTRE) as of Q4 2025, up from 437 in Q3 2025.
  • Funds reported $8.45B of CareTrust REIT stock for Q4 2025, up 8.8% quarter-over-quarter.
  • 78 funds opened new CareTrust REIT positions in Q4 2025 and 48 closed out, a net change of +30 holders.
  • The largest CareTrust REIT buyer in Q4 2025 was T. Rowe Price Investment Management, an estimated $121M added.
  • The largest CareTrust REIT seller in Q4 2025 was Cohen & Steers, an estimated $63.6M sold.

Based on aggregated 13F filings for Q4 2025.