CareTrust REIT Ownership | Who Owns CareTrust REIT?
CareTrust REIT Ownership Summary
CareTrust REIT is owned by 82.00% institutional investors, 0.46% insiders, and 17.54% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 19.72% of CTRE shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.05% of its assets in CareTrust REIT shares.
CTRE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CareTrust REIT | 82.00% | 0.46% | 17.54% |
| Sector | Real Estate Stocks | 42.56% | 9.05% | 48.39% |
| Industry | Healthcare REIT Stocks | 53.49% | 2.70% | 43.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 41.75M | 19.72% | $1.51B |
| Blackrock | 26.94M | 18.59% | $676.22M |
| Vanguard group | 33.18M | 15.67% | $1.20B |
| Cohen & steers | 16.48M | 7.78% | $595.88M |
| State street | 12.21M | 6.34% | $427.34M |
| Fmr | 11.53M | 5.99% | $399.77M |
| Wellington management group llp | 10.46M | 5.44% | $362.85M |
| Geode capital management | 6.09M | 2.88% | $220.33M |
| Charles schwab investment management | 4.23M | 2.20% | $146.66M |
| Invesco | 3.50M | 1.82% | $121.39M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Grs advisors | 1.55M | 5.03% | $53.77M |
| Waterfront capital partners | 203.84K | 4.63% | $7.07M |
| B&i capital | 303.90K | 3.91% | $10.99M |
| Gsi capital advisors | 126.24K | 2.56% | $4.56M |
| Lightrock netherlands b.v. | 167.84K | 2.31% | $11.12M |
| Qsv equity investors | 39.36K | 2.10% | $1.42M |
| Gillson capital lp | 616.36K | 1.86% | $21.38M |
| Aew capital management l p | 701.88K | 1.84% | $25.38M |
| One8zero8 | 217.75K | 1.63% | $7.55M |
| Capital square | 82.84K | 1.53% | $3.00M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 3.18M | 0.01% | 3.18M |
| Blackrock | 26.94M | 0.02% | 2.04M |
| Blackrock funding, inc. /de | 41.75M | 0.03% | 1.73M |
| Hudson bay capital management lp | 1.71M | 0.20% | 1.53M |
| State street | 12.21M | 0.01% | 1.28M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 11.53M | 0.02% | -2.76M |
| Cohen & steers | 16.48M | 1.08% | -1.77M |
| Balyasny asset management | 895.25K | 0.04% | -1.59M |
| Two sigma advisers, lp | 694.70K | 0.05% | -1.46M |
| Jupiter asset management | - | - | -1.18M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.18M | 0.01% | 3.18M | $114.81M |
| Adelante capital management | 340.20K | 0.79% | 340.20K | $11.80B |
| B&i capital | 303.90K | 3.91% | 303.90K | $10.99M |
| Consolidated planning | 163.57K | 0.60% | 163.57K | $5.91M |
| Ghisallo capital management | 150.00K | 0.17% | 150.00K | $5.20M |
Sold Out
| Holder | Change |
|---|---|
| Tortoise investment management | -2.00 |
| Financial gravity asset management | -3.00 |
| Ronald blue trust | -10.00 |
| Quest 10 wealth builders | -10.00 |
| Org partners | -12.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 352 | -19.63% | 173,632,845 | -22.41% | 82 | 0.61% | 210 | -27.08% | 96 | -6.80% |
| Sep 30, 2025 | 384 | -4.00% | 207,653,810 | 8.17% | 107 | 1.08% | 251 | 2.45% | 92 | -12.38% |
| Jun 30, 2025 | 404 | 5.76% | 194,959,842 | 8.67% | 101 | 1.10% | 245 | 23.74% | 110 | -15.38% |
| Mar 31, 2025 | 376 | -0.53% | 178,578,169 | -1.08% | 95 | 0.70% | 192 | -29.93% | 130 | 128.07% |
| Dec 31, 2024 | 369 | 5.73% | 180,182,292 | 10.35% | 116 | 1.11% | 266 | 23.15% | 58 | -36.26% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 13.51M | 6.05% | 4.79M |
| Vanguard Real Estate Index Investor | 8.33M | 3.73% | 25.69K |
| Vanguard Total Stock Mkt Idx Inv | 6.97M | 3.12% | 15.56K |
| Vanguard US Total Market Shares ETF | 4.84M | 2.58% | 368.37K |
| iShares Russell 2000 ETF | 5.43M | 2.43% | 3.34M |
| Vanguard Small Cap Index | 5.06M | 2.27% | -745.00 |
| Daiwa Global REIT Mother Fund | 4.43M | 1.99% | 4.43M |
| Strategic Advisers Fidelity US TtlStk | 3.21M | 1.44% | 193.90K |
| Vanguard Explorer Inv | 3.19M | 1.43% | 122.75K |
| Cohen & Steers Real Estate Opportunities | 2.84M | 1.27% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 04, 2024 | Wagner William M | CFO and Treasurer | Sell | $1.04M |
| Mar 13, 2020 | Plumb Spencer G | - | Buy | $19.16K |
| Nov 16, 2015 | SABIN GARY B | - | Buy | $205.00K |
| Aug 13, 2015 | Sedgwick David M. | Vice President of Operations | Buy | $199.50K |
| Aug 13, 2015 | Wagner William M | CFO, Secretary and Treasurer | Buy | $367.50K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | - |
CTRE Ownership FAQ
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