CareTrust REIT Ownership | Who Owns CareTrust REIT?

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CareTrust REIT Ownership Summary

CareTrust REIT is owned by 101.31% institutional investors, 0.47% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 19.04% of CTRE shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.65% of its assets in CareTrust REIT shares.

CTRE Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	CareTrust REIT	101.31%	0.47%	-1.77%
Sector	Real Estate Stocks	70.14%	9.14%	20.72%
Industry	Healthcare REIT Stocks	82.64%	3.59%	13.77%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	36.65M	19.04%	$1.12B
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
Cohen & steers	8.48M	4.41%	$259.51M
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

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Waterfront capital partners	475.99K	3.57%	$14.57M
Grs advisors	865.88K	2.55%	$26.50M
Qsv equity investors	56.70K	1.81%	$1.73M
Gillson capital lp	730.69K	1.71%	$22.36M
Capital square	104.14K	1.71%	$3.20M
One8zero8	217.75K	1.63%	$7.55M
Lightrock netherlands b.v.	172.10K	1.33%	$5.08M
Andrew hill investment advisors	47.72K	1.29%	$1.65M
Tributary capital management	758.87K	1.25%	$26.32M
Aew capital management l p	772.87K	1.24%	$23.65M

Top Buyers

Holder	Shares	% Assets	Change
Cohen & steers	8.48M	0.48%	8.48M
Vanguard group	27.30M	0.01%	4.26M
Fmr	7.93M	0.01%	2.71M
State street	10.68M	0.01%	2.36M
T. rowe price investment management	2.25M	0.04%	2.25M

Top Sellers

Holder	Shares	% Assets	Change
Jpmorgan chase	1.63M	0.00%	-5.25M
Wellington management group llp	10.94M	0.05%	-1.85M
Balyasny asset management	895.25K	0.04%	-1.59M
Schonfeld strategic advisors	18.30K	0.00%	-1.32M
Jupiter asset management	-	-	-1.18M

New Positions

Holder	Shares	% Assets	Change	Value
Cohen & steers	8.48M	0.48%	8.48M	$259.51M
T. rowe price investment management	2.25M	0.04%	2.25M	$68.79M
Norges bank	1.23M	0.00%	1.23M	$33.18M
Adage capital partners gp	735.00K	0.04%	735.00K	$22.49M
Gillson capital lp	730.69K	1.71%	730.69K	$22.36M

Sold Out

Holder	Change
Financial gravity asset management	-3.00
Dunhill financial	-8.00
Org partners	-12.00
Mendota financial group	-12.00
Nelson, van denburg & campbell wealth management group	-20.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	12.59M	5.65%	-
Vanguard Real Estate Index Investor	6.97M	3.72%	9.10K
Vanguard Total Stock Mkt Idx Inv	6.03M	3.22%	-152.43K
Vanguard US Total Market Shares ETF	4.84M	2.58%	368.37K
Vanguard Small Cap Index	4.65M	2.48%	-28.33K
iShares Russell 2000 ETF	4.98M	2.24%	-
Vanguard Explorer Inv	3.07M	1.60%	-250.00K
Strategic Advisers Fidelity US TtlStk	3.21M	1.44%	193.90K
Vanguard Small Cap Growth Index Inv	2.62M	1.40%	-4.78K
Vanguard Institutional Extnd Mkt Idx Tr	2.06M	1.10%	-899.59K

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

Who Owns CareTrust REIT?

CareTrust REIT shareholders are primarily institutional investors at 101.31%, followed by 0.47% insiders and -1.78% retail investors. The average institutional ownership in CareTrust REIT's industry, Healthcare REIT Stocks, is 82.64%, which CareTrust REIT exceeds.

Who owns the most shares of CareTrust REIT?

CareTrust REIT’s largest shareholders are Blackrock funding, inc. /de (36.65M shares, 19.04%), Blackrock (26.94M shares, 18.59%), and Vanguard group (27.3M shares, 17.12%). Together, they hold 54.76% of CareTrust REIT’s total shares outstanding.

Does Blackrock own CareTrust REIT?

Yes, BlackRock owns 18.59% of CareTrust REIT, totaling 26.94M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 676.22M$. In the last quarter, BlackRock increased its holdings by 2.04M shares, a 8.20% change.

Who is CareTrust REIT’s biggest shareholder by percentage of total assets invested?

Waterfront capital partners is CareTrust REIT’s biggest shareholder by percentage of total assets invested, with 3.57% of its assets in 475.99K CareTrust REIT shares, valued at 14.57M$.

Who is the top mutual fund holder of CareTrust REIT shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of CareTrust REIT shares, with 5.65% of its total shares outstanding invested in 12.59M CareTrust REIT shares.

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