CARETRUST REIT INC (CTRE) Institutional Ownership

CTRE is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $259,259 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $259,259 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's CTRE position is now estimated to be worth approximately $257,352.12, representing an estimated loss of -0.74% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks asset manager ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward CARETRUST REIT INC (CTRE).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$259,2597,074
Q3 20251$16,386,300472,500
Q2 20251$26,234,543857,338
Q1 20251$32,885,2341,150,638
Q4 20241$38,403,9131,419,738
Q3 20241$26,812,341868,838
Q2 20241$14,387,320573,200
Q1 20241$13,942572,100
Q4 20231$12,358552,200
Q3 20231$1,42269,373
Q1 20231$3,660186,900
Q4 20221$6,620356,300

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