CareTrust REIT Ownership | Who Owns CareTrust REIT?
CareTrust REIT Ownership Summary
CareTrust REIT is owned by 37.55% institutional investors, 0.78% insiders, and 61.68% retail investors. 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 | 37.55% | 0.78% | 61.68% |
| Sector | Real Estate Stocks | 48.86% | 9.88% | 41.26% |
| Industry | Healthcare REIT Stocks | 61.33% | 2.73% | 35.94% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 26.94M | 18.59% | $676.22M |
| Blackrock funding, inc. /de | 35.88M | 17.62% | $1.31B |
| Vanguard group | 33.18M | 15.67% | $1.20B |
| State street | 12.04M | 5.91% | $445.72M |
| Cohen & steers | 11.98M | 5.88% | $439.19M |
| Wellington management group llp | 11.82M | 5.80% | $433.24M |
| Fmr | 10.05M | 4.93% | $368.22M |
| T. rowe price investment management | 8.92M | 4.38% | $326.96M |
| Geode capital management | 6.98M | 3.43% | $255.91M |
| Nuveen | 4.44M | 2.18% | $162.85M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Grs advisors | 1.31M | 4.76% | $48.16M |
| Waterfront capital partners | 203.84K | 4.63% | $7.07M |
| B&i capital | 305.90K | 3.81% | $11.21M |
| Gsi capital advisors | 164.36K | 3.27% | $6.02M |
| Gillson capital lp | 902.04K | 2.71% | $33.06M |
| Lightrock netherlands b.v. | 158.73K | 2.55% | $11.95M |
| Andrew hill investment advisors | 65.38K | 2.14% | $2.40M |
| Qsv equity investors | 39.36K | 2.10% | $1.42M |
| One8zero8 | 195.00K | 1.59% | $7.15M |
| Capital square | 83.75K | 1.47% | $3.18M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 3.18M | 0.01% | 3.18M |
| Deutsche bank ag\ | 3.41M | 0.04% | 2.91M |
| T. rowe price investment management | 8.92M | 0.23% | 2.43M |
| Blackrock | 26.94M | 0.02% | 2.04M |
| Qube research | 3.41M | 0.14% | 1.97M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 35.88M | 0.02% | -5.87M |
| Cohen & steers | 11.98M | 0.76% | -4.49M |
| Two sigma advisers, lp | 694.70K | 0.05% | -1.46M |
| Ubs asset management americas | 4.00K | - | -1.32M |
| Citadel advisors | 1.38M | 0.01% | -1.19M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.18M | 0.01% | 3.18M | $114.81M |
| Vanguard fiduciary trust | 1.46M | 0.01% | 1.46M | $53.47M |
| D. e. shaw | 1.05M | 0.02% | 1.05M | $38.56M |
| Hrt financial lp | 982.98K | 0.09% | 982.98K | $36.03M |
| Apg asset management us | 547.91K | 0.16% | 547.91K | $20.34M |
Sold Out
| Holder | Change |
|---|---|
| Tortoise investment management | -2.00 |
| Financial gravity asset management | -3.00 |
| Ronald blue trust | -10.00 |
| Larson financial group | -10.00 |
| Quest 10 wealth builders | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 376 | -0.53% | 178,578,169 | -1.08% | 95 | 0.70% | 192 | -29.93% | 130 | 128.07% |
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 | 8.28M | 3.66% | -26.98K |
| iShares Core S&P Mid-Cap ETF | 7.54M | 3.33% | -3.79K |
| Vanguard Total Stock Mkt Idx Inv | 7.12M | 3.14% | 17.00K |
| Vanguard US Total Market Shares ETF | 4.84M | 2.58% | 368.37K |
| iShares Russell 2000 ETF | 5.28M | 2.33% | 44.51K |
| Vanguard Small Cap Index | 5.15M | 2.27% | -11.23K |
| 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% | - |
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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