CareTrust REIT Ownership | Who Owns CareTrust REIT?

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CareTrust REIT Ownership Summary

CareTrust REIT is owned by 107.90% institutional investors, 0.47% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 20.79% 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	107.90%	0.47%	-8.37%
Sector	Real Estate Stocks	49.33%	9.10%	41.57%
Industry	Healthcare REIT Stocks	68.84%	3.58%	27.58%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	40.02M	20.79%	$1.39B
Blackrock	26.94M	18.59%	$676.22M
Vanguard group	32.97M	17.13%	$1.14B
Cohen & steers	18.25M	9.48%	$632.93M
State street	12.21M	6.34%	$427.34M
Fmr	11.53M	5.99%	$399.77M
Wellington management group llp	10.46M	5.44%	$362.85M
Geode capital management	5.68M	2.95%	$197.11M
Charles schwab investment management	4.23M	2.20%	$146.66M
Invesco	3.50M	1.82%	$121.39M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Grs advisors	1.55M	5.03%	$53.77M
Waterfront capital partners	203.84K	4.63%	$7.07M
Gsi capital advisors	124.40K	2.44%	$4.31M
Aew capital management l p	1.10M	2.12%	$38.06M
Qsv equity investors	56.66K	2.01%	$1.97M
Gillson capital lp	616.36K	1.86%	$21.38M
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

Top Buyers

Holder	Shares	% Assets	Change
Cohen & steers	18.25M	1.14%	9.77M
Vanguard group	32.97M	0.02%	4.07M
Blackrock funding, inc. /de	40.02M	0.02%	3.37M
Blackrock	26.94M	0.02%	2.04M
Daiwa securities group	3.24M	0.38%	1.73M

Top Sellers

Holder	Shares	% Assets	Change
Fmr	11.53M	0.02%	-2.76M
Balyasny asset management	895.25K	0.04%	-1.59M
Two sigma advisers, lp	694.70K	0.05%	-1.46M
Jupiter asset management	-	-	-1.18M
Heitman real estate securities	-	-	-892.21K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.23M	0.00%	1.23M	$33.18M
Soros fund management	525.66K	0.26%	525.66K	$18.23M
Seven grand managers	400.00K	1.13%	400.00K	$13.87M
Adelante capital management	340.20K	0.79%	340.20K	$11.80B
California public employees retirement system	327.66K	0.01%	327.66K	$11.36M

Sold Out

Holder	Change
Financial gravity asset management	-3.00
Dunhill financial	-8.00
Mendota financial group	-12.00
Org partners	-12.00
Soa wealth advisors, llc.	-20.00

Institutional Ownership Trends

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

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 107.90%, followed by 0.47% insiders and -8.37% retail investors. The average institutional ownership in CareTrust REIT's industry, Healthcare REIT Stocks, is 68.84%, which CareTrust REIT exceeds.

Who owns the most shares of CareTrust REIT?

CareTrust REIT’s largest shareholders are Blackrock funding, inc. /de (40.02M shares, 20.79%), Blackrock (26.94M shares, 18.59%), and Vanguard group (32.97M shares, 17.13%). Together, they hold 56.52% 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?

Grs advisors is CareTrust REIT’s biggest shareholder by percentage of total assets invested, with 5.03% of its assets in 1.55M CareTrust REIT shares, valued at 53.77M$.

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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