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CareTrust REIT, Inc.

CTRE
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001590717

No open-market purchases or sales by CareTrust REIT, Inc. insiders were filed in the last 90 days; 518 institutions reported holding it in 13F filings for Q2 2026, worth $10.1B in total; Soros Fund Management is the only superinvestor holding it.

13F holders, Q3 2026

Institutional positions in CareTrust REIT, Inc. as of Sep 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
2
0 vs. Q2 2026
Shares held
2.01K
+229 (+12.9%) vs. Q2 2026
Total value
$73.6K
+$1.75K (+2.4%) vs. Q2 2026
New holders
0
1 more added
Sold out
0
0 more reduced

516 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CTRE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holders
Q1 2021: 254 institutionsQ2 2021: 245 institutionsQ3 2021: 235 institutionsQ4 2021: 243 institutionsQ1 2022: 240 institutionsQ2 2022: 232 institutionsQ3 2022: 238 institutionsQ4 2022: 246 institutionsQ1 2023: 238 institutionsQ2 2023: 245 institutionsQ3 2023: 274 institutionsQ4 2023: 287 institutionsQ1 2024: 286 institutionsQ2 2024: 317 institutionsQ3 2024: 348 institutionsQ4 2024: 377 institutionsQ1 2025: 382 institutionsQ2 2025: 409 institutionsQ3 2025: 438 institutionsQ4 2025: 464 institutionsQ1 2026: 493 institutionsQ2 2026: 518 institutions
Value held
Q1 2021: $1.96BQ2 2021: $1.94BQ3 2021: $1.70BQ4 2021: $1.90BQ1 2022: $1.58BQ2 2022: $1.51BQ3 2022: $1.52BQ4 2022: $1.59BQ1 2023: $1.70BQ2 2023: $1.85BQ3 2023: $2.19BQ4 2023: $2.65BQ1 2024: $3.24BQ2 2024: $3.61BQ3 2024: $5.08BQ4 2024: $4.89BQ1 2025: $5.16BQ2 2025: $5.99BQ3 2025: $7.77BQ4 2025: $8.46BQ1 2026: $8.46BQ2 2026: $10.1B
Institutions holding CTRE and their total value by quarter
QuarterHoldersValue
Q2 2026518$10.1B
Q1 2026493$8.46B
Q4 2025464$8.46B
Q3 2025438$7.77B
Q2 2025409$5.99B
Q1 2025382$5.16B
Q4 2024377$4.89B
Q3 2024348$5.08B
Q2 2024317$3.61B
Q1 2024286$3.24B
Q4 2023287$2.65B
Q3 2023274$2.19B
Q2 2023245$1.85B
Q1 2023238$1.70B
Q4 2022246$1.59B
Q3 2022238$1.52B
Q2 2022232$1.51B
Q1 2022240$1.58B
Q4 2021243$1.90B
Q3 2021235$1.70B
Q2 2021245$1.94B
Q1 2021254$1.96B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding CareTrust REIT, Inc.; share changes are against Q2 2026.

Institutions holding CTRE in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Global Retirement Partners, LLC––––Not filed
GF Fund Management Co. Ltd.––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
Caldwell Trust Co––––Not filed
Key Capital Management, INC––––Not filed
Umb Bank N A––––Not filed
Heritage Wealth Advisors––––Not filed
Rothschild Investment LLC––––Not filed
Clearstead Advisors, LLC––––Not filed
Allworth Financial LP––––Not filed
Kemnay Advisory Services Inc.––––Not filed
Burnham & Co LLC––––Not filed
Crewe Advisors LLC––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Spire Wealth Management––––Not filed
Los Angeles Capital Management LLC––––Not filed
Brown Brothers Harriman & Co––––Not filed
Private Trust Co NA––––Not filed
Groesbeck Investment Management Corp––––Not filed
Advantage Trust Co––––Not filed
Optiver Holding B.V.––––Not filed
Caitong International Asset Management Co., Ltd––––Not filed
Signature Equity Partners, LLC––––Not filed
SRS Capital Advisors, Inc.––––Not filed
IFP Advisors, Inc––––Not filed
Loomis Sayles & Co L P––––Not filed
Massmutual Trust Co FSB––––Not filed
Compass Financial Management LLC––––Not filed
MTM Investment Management, LLC––––Not filed
Persistent Asset Partners Ltd––––Not filed
Acumen Wealth Advisors, LLC––––Not filed
Centerpoint Advisors, LLC––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
Cornerstone Planning Group LLC––––Not filed
Whittier Trust Co of Nevada Inc––––Not filed
Bare Financial Services, Inc––––Not filed
Asset Planning,Inc––––Not filed
Bell Investment Advisors, Inc––––Not filed
Huntington National Bank––––Not filed
CoreCap Advisors, LLC––––Not filed
Hilton Head Capital Partners, LLC––––Not filed
Anchor Bay Capital, Inc.––––Not filed
Parkside Financial Bank & Trust––––Not filed
Hager Investment Management Services, LLC––––Not filed
Harvest Fund Management Co., Ltd––––Not filed
Financial Consulate, Inc––––Not filed
Smithfield Trust Co––––Not filed
HM Payson & Co––––Not filed
Accent Capital Management, LLC––––Not filed
Glen Eagle Advisors, LLC––––Not filed
Capital Analysts, LLC––––Not filed
Danske Bank A/S––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Fortitude Family Office, LLC––––Not filed
Rosenberg Matthew Hamilton––––Not filed
Quent Capital, LLC––––Not filed
GW&K Investment Management, LLC––––Not filed
Dogwood Wealth Management LLC––––Not filed
Strategic Wealth Partners, Ltd.––––Not filed
Farmers & Merchants Investments Inc––––Not filed
Meeder Asset Management Inc––––Not filed
Basecamp Wealth Advisors LLC––––Not filed
High Note Wealth, LLC––––Not filed
Ameriflex Group, Inc.––––Not filed
Cape Investment Advisory, Inc.––––Not filed
Sankala Group LLC––––Not filed
WealthCollab, LLC––––Not filed
Cornerstone Financial Management LLC––––Not filed
First Horizon Corp––––Not filed
Action Point Financial Planning, LLC––––Not filed
Continuum Advisory, LLC––––Not filed
Colonial Trust Co––––Not filed
Keating Financial Advisory Services, Inc.––––Not filed
UMA Financial Services, Inc.––––Not filed
Retirement Wealth Solutions LLC––––Not filed
TD Private Client Wealth LLC––––Not filed
Private Wealth Asset Management, LLC––––Not filed
SWAN Capital LLC––––Not filed
Private Wealth Management Group, LLC––––Not filed
Investment Counsel Co of Nevada––––Not filed
Kilter Group LLC––––Not filed
Quarry LP––––Not filed
Fulcrum Asset Management LLP––––Not filed
Godfrey Financial Associates, Inc.––––Not filed
Zions Bancorporation, National Association––––Not filed
Sachetta, LLC––––Not filed
Cullen/Frost Bankers, Inc.––––Not filed
Central Trust Co––––Not filed
NBC Securities, Inc.––––Not filed
Prestige Wealth Management Group LLC––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
CVA Family Office, LLC––––Not filed
MidFirst Bank––––Not filed
JPL Wealth Management, LLC––––Not filed
SJS Investment Consulting Inc.––––Not filed
Rossby Financial, LCC––––Not filed
Financial Network Wealth Advisors LLC––––Not filed
McGuire Capital Advisors Inc––––Not filed
Breakwater Investment Management––––Not filed
Financial Management Professionals, Inc.––––Not filed