CareTrust REIT Ownership | Who Owns CareTrust REIT?
CareTrust REIT Ownership Summary
CareTrust REIT is owned by 95.42% institutional investors, 0.56% insiders, and 4.03% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 21.39% of CTRE shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.90% of its assets in CareTrust REIT shares.
CTRE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CareTrust REIT | 95.42% | 0.56% | 4.03% |
| Sector | Real Estate Stocks | 46.98% | 8.71% | 44.31% |
| Industry | Healthcare REIT Stocks | 48.71% | 3.53% | 47.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 34.10M | 21.39% | $922.44M |
| Blackrock | 26.94M | 18.59% | $676.22M |
| Vanguard group | 27.30M | 17.12% | $738.48M |
| State street | 10.68M | 6.90% | $292.06M |
| Wellington management group llp | 10.94M | 6.86% | $296.03M |
| Fmr | 7.93M | 4.97% | $214.59M |
| Geode capital management | 4.62M | 2.90% | $125.01M |
| Deutsche bank ag\ | 3.18M | 1.99% | $86.01M |
| Morgan stanley | 2.80M | 1.93% | $70.23M |
| Zimmer partners, lp | 2.92M | 1.83% | $79.06M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Grs advisors | 1.60M | 4.27% | $43.28M |
| Capital square | 100.11K | 1.53% | $2.69M |
| Qsv equity investors | 57.51K | 1.50% | $1.56M |
| Castellan group | 125.62K | 1.47% | $3.40M |
| Zimmer partners, lp | 2.92M | 1.36% | $79.06M |
| Aew capital management l p | 974.70K | 1.27% | $26.37M |
| Tributary capital management | 537.86K | 1.13% | $14.55M |
| Keeley-teton advisors | 287.74K | 0.90% | $7.78M |
| Caitlin john | 49.99K | 0.89% | $1.35M |
| Gagnon securities | 158.60K | 0.86% | $4.29M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 34.10M | 0.02% | 7.15M |
| Vanguard group | 27.30M | 0.01% | 4.26M |
| Fmr | 7.93M | 0.01% | 2.71M |
| State street | 10.68M | 0.01% | 2.36M |
| Blackrock | 26.94M | 0.02% | 2.04M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 1.63M | 0.00% | -5.25M |
| Wellington management group llp | 10.94M | 0.05% | -1.85M |
| Schonfeld strategic advisors | 18.30K | 0.00% | -1.32M |
| Exoduspoint capital management, lp | - | - | -1.25M |
| Heitman real estate securities | - | - | -892.21K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 1.81M | 0.02% | 1.81M | $49.05M |
| Norges bank | 1.23M | 0.00% | 1.23M | $33.18M |
| Segall bryant & hamill | 470.26K | 0.17% | 470.26K | $12.72M |
| New age alpha advisors | 267.42K | 0.29% | 267.42K | $7.23M |
| Susquehanna fundamental investments | 221.59K | 0.09% | 221.59K | $5.99M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -3.00 |
| Mendota financial group | -12.00 |
| Spire wealth management | -17.00 |
| Nelson, van denburg & campbell wealth management group | -20.00 |
| Center for financial planning | -41.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 347 | 9.46% | 163,243,695 | 13.56% | 102 | 1.04% | 214 | 10.31% | 91 | 5.81% |
| Jun 30, 2024 | 317 | 11.62% | 143,753,735 | 8.95% | 99 | 1.01% | 194 | 8.99% | 86 | 24.64% |
| Mar 31, 2024 | 284 | -1.39% | 131,941,936 | 11.60% | 99 | 0.80% | 178 | 5.33% | 69 | -13.75% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 11.30M | 5.90% | -5.73K |
| Vanguard Real Estate Index Investor | 7.03M | 3.67% | -114.87K |
| Vanguard Total Stock Mkt Idx Inv | 6.02M | 3.14% | 135.86K |
| Vanguard US Total Market Shares ETF | 4.84M | 2.58% | 368.37K |
| iShares Russell 2000 ETF | 4.81M | 2.51% | 2.35K |
| Vanguard Small Cap Index | 4.71M | 2.46% | 27.19K |
| Fidelity Small Cap Value Fund | 3.60M | 1.88% | 190.00K |
| Vanguard Explorer Inv | 3.32M | 1.73% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.90M | 1.51% | 15.25K |
| Strategic Advisers Fidelity US TtlStk | 2.63M | 1.37% | 830.26K |
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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