CareTrust REIT Ownership | Who Owns CareTrust REIT?

Overview Forecast RevenueFinancials Chart Transcripts

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 6.11% 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	69.85%	9.10%	21.05%
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
Aew capital management l p	772.87K	1.24%	$23.65M
Tributary capital management	537.86K	1.13%	$14.55M
Truvestments capital	167.00K	1.02%	$5.11M
Sound income strategies	570.74K	1.00%	$17.46M
Gagnon securities	150.55K	0.94%	$4.61M

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	11.45M	6.11%	1.63K
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	4.45M	2.38%	-84.63K
Vanguard Explorer Inv	3.07M	1.60%	-250.00K
Strategic Advisers Fidelity US TtlStk	3.02M	1.57%	73.86K
Vanguard Small Cap Growth Index Inv	2.62M	1.40%	-4.78K
Fidelity Small Cap Value Fund	2.39M	1.25%	-362.00K

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 6.11% of its total shares outstanding invested in 11.45M CareTrust REIT shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools