CareTrust REIT Ownership | Who Owns CareTrust REIT?
CareTrust REIT Ownership Summary
CareTrust REIT is owned by 114.15% institutional investors, 0.78% insiders. Blackrock is the largest institutional shareholder, holding 18.59% of CTRE shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.06% of its assets in CareTrust REIT shares.
CTRE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CareTrust REIT | 114.15% | 0.78% | -14.93% |
| Sector | Real Estate Stocks | 72.91% | 10.04% | 17.05% |
| Industry | Healthcare REIT Stocks | 98.94% | 2.67% | -1.62% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 26.94M | 18.59% | $676.22M |
| Blackrock funding, inc. /de | 40.73M | 18.26% | $1.64B |
| Vanguard group | 33.18M | 15.67% | $1.20B |
| Cohen & steers | 12.75M | 5.72% | $514.53M |
| State street | 12.45M | 5.58% | $507.00M |
| Vanguard capital management | 10.64M | 4.77% | $429.16M |
| Fmr | 10.51M | 4.71% | $424.21M |
| T. rowe price investment management | 10.13M | 4.54% | $408.81M |
| Wellington management group llp | 9.70M | 4.35% | $391.20M |
| Geode capital management | 7.49M | 3.36% | $302.08M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Grs advisors | 2.34M | 7.97% | $94.36M |
| Waterfront capital partners | 203.84K | 4.63% | $7.07M |
| Gsi capital advisors | 167.00K | 3.18% | $6.74M |
| Gillson capital lp | 1.30M | 3.09% | $52.43M |
| B&i capital | 31.40K | 2.79% | $1.27M |
| Lightrock netherlands b.v. | 154.04K | 2.76% | $13.99M |
| Eversept partners, lp | 1.07M | 2.24% | $43.26M |
| Qsv equity investors | 39.36K | 2.10% | $1.42M |
| Andrew hill investment advisors | 65.61K | 1.96% | $2.65M |
| Capital square | 87.63K | 1.55% | $3.52M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 40.73M | 0.02% | 4.85M |
| Sixth street partners management company | 4.68M | 0.03% | 4.68M |
| Norges bank | 3.40M | 0.01% | 3.40M |
| Blackrock | 26.94M | 0.02% | 2.04M |
| Ubs asset management americas | 1.41M | 0.01% | 1.41M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 9.70M | 0.07% | -2.13M |
| Two sigma advisers, lp | 694.70K | 0.05% | -1.46M |
| Qube research | 2.20M | 0.08% | -1.20M |
| Bank of montreal /can/ | 57.60K | 0.00% | -1.17M |
| American century companies | 1.08M | 0.02% | -1.06M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 4.68M | 0.03% | 4.68M | $188.96M |
| Norges bank | 3.40M | 0.01% | 3.40M | $137.10M |
| Centersquare investment management | 1.29M | 0.45% | 1.29M | $52.22M |
| Eversept partners, lp | 1.07M | 2.24% | 1.07M | $43.26M |
| Marshall wace, llp | 488.07K | 0.02% | 488.07K | $19.69M |
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 |
| Abound wealth management | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 511 | 3.44% | 254,572,279 | 10.65% | 114 | 1.07% | 284 | 4.03% | 159 | 1.92% |
| Mar 31, 2026 | 283 | -38.88% | 76,460,450 | -67.20% | 37 | 0.29% | 152 | -45.52% | 83 | -36.15% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 13.53M | 6.06% | 4.80M |
| Vanguard Real Estate Index Investor | 8.49M | 3.60% | -4.02K |
| iShares Core S&P Mid-Cap ETF | 8.11M | 3.44% | 249.00 |
| Vanguard MStar Total Stk Mkt Idx Invest | 7.52M | 3.19% | 22.16K |
| Vanguard Morn Total Stk Mkt Idx Investor | 7.50M | 3.18% | 391.08K |
| Vanguard Total Stock Mkt Idx Inv | 7.50M | 3.18% | 391.08K |
| Vanguard US Total Market Shares ETF | 4.84M | 2.58% | 368.37K |
| iShares Russell 2000 ETF | 5.76M | 2.44% | -102.24K |
| Vanguard Small Cap Index | 5.43M | 2.30% | 9.32K |
| Daiwa Global REIT Mother Fund | 4.43M | 1.99% | 4.43M |
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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