CTRE Institutional Ownership & Shareholders
CARETRUST REIT INC (CTRE) is currently held by 509 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.96B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of CTRE tracked by InsiderSet, reporting ownership valued at approximately $1.64B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.48B, representing an estimated loss of -9.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed CTRE value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Cohen & Steers, Inc., and several other long-term asset managers with concentrated positions in CARETRUST REIT INC (CTRE).
This page ranks the largest institutional CTRE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
509
Total Reported Value
$9.96B
Largest Holder
Blackrock, Inc.
Largest Position
$1.64B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.02% | 40,725,896 | $1,643,289,908 | $1,482,015,355 | -$161,274,553 | -9.81% | |
| Vanguard Portfolio Management Llc | 0.04% | 20,892,354 | $843,006,484 | $760,272,762 | -$82,733,722 | -9.81% | |
| Cohen & Steers, Inc. | 0.81% | 12,751,614 | $514,528,000 | $464,031,233 | -$50,496,767 | -9.81% | |
| State Street Corp | 0.01% | 12,447,546 | $507,000,967 | $452,966,199 | -$54,034,768 | -10.66% | |
| Vanguard Capital Management Llc | 0.01% | 10,635,822 | $429,155,418 | $387,037,563 | -$42,117,855 | -9.81% | |
| Fmr Llc | 0.02% | 10,513,145 | $424,205,416 | $382,573,347 | -$41,632,069 | -9.81% | |
| T. Rowe Price Investment Management, Inc. | 0.27% | 10,131,703 | $408,815,000 | $368,692,672 | -$40,122,328 | -9.81% | |
| Wellington Management Group Llp | 0.07% | 9,695,110 | $391,197,689 | $352,805,053 | -$38,392,636 | -9.81% | |
| Geode Capital Management, Llc | 0.02% | 7,485,392 | $302,081,934 | $272,393,415 | -$29,688,519 | -9.83% | |
| Nuveen, Llc | 0.05% | 5,034,682 | $203,149,409 | $183,212,078 | -$19,937,331 | -9.81% | |
| Charles Schwab Investment Management Inc | 0.03% | 4,682,918 | $188,955,741 | $170,411,386 | -$18,544,355 | -9.81% | |
| Deutsche Bank Ag\ | 0.04% | 3,567,847 | $143,962,626 | $129,833,952 | -$14,128,674 | -9.81% | |
| Northern Trust Corp | 0.02% | 3,558,940 | $143,603,230 | $129,509,827 | -$14,093,403 | -9.81% | |
| Daiwa Securities Group Inc. | 0.32% | 3,859,862 | $141,193,752 | $140,460,378 | -$733,374 | -0.52% | |
| Dimensional Fund Advisors Lp | 0.02% | 3,408,439 | $137,532,017 | $124,033,095 | -$13,498,922 | -9.82% | |
| Norges Bank | 0.01% | 3,397,692 | $137,096,872 | $123,642,012 | -$13,454,860 | -9.81% | |
| Invesco Ltd. | 0.01% | 2,966,502 | $119,698,366 | $107,951,008 | -$11,747,358 | -9.81% | |
| Morgan Stanley | 0.01% | 2,570,606 | $103,724,093 | $93,544,352 | -$10,179,741 | -9.81% | |
| Bank Of New York Mellon Corp | 0.02% | 2,531,906 | $102,162,424 | $92,136,059 | -$10,026,365 | -9.81% | |
| Grs Advisors, Llc | 7.97% | 2,338,620 | $94,363,317 | $85,102,382 | -$9,260,935 | -9.81% | |
| Qube Research & Technologies Ltd | 0.10% | 2,203,653 | $88,917,399 | $80,190,933 | -$8,726,466 | -9.81% | |
| Life Cycle Investment Partners Ltd | 0.37% | 1,990,126 | $80,301,584 | $72,420,685 | -$7,880,899 | -9.81% | |
| D. E. Shaw & Co., Inc. | 0.05% | 1,817,723 | $73,345,123 | $66,146,940 | -$7,198,183 | -9.81% | |
| Raymond James Financial Inc | 0.02% | 1,784,184 | $71,991,830 | $64,926,456 | -$7,065,374 | -9.81% | |
| Two Sigma Investments, Lp | 0.05% | 1,699,720 | $68,583,702 | $61,852,811 | -$6,730,891 | -9.81% | |
| Russell Investments Group, Ltd. | 0.06% | 1,642,781 | $66,286,238 | $59,780,801 | -$6,505,437 | -9.81% | |
| Victory Capital Management Inc | 0.04% | 1,594,647 | $64,344,007 | $58,029,204 | -$6,314,803 | -9.81% | |
| Vanguard Fiduciary Trust Co | 0.01% | 1,565,117 | $63,152,471 | $56,954,608 | -$6,197,863 | -9.81% | |
| Jpmorgan Chase & Co | 0.00% | 1,515,488 | $61,738,605 | $55,148,608 | -$6,589,997 | -10.67% | |
| Copeland Capital Management, Llc | 1.39% | 1,653,827 | $60,497,042 | $60,182,765 | -$314,277 | -0.52% | |
| Zimmer Partners, Lp | 1.40% | 1,471,155 | $59,361,104 | $53,535,330 | -$5,825,774 | -9.81% | |
| Alyeska Investment Group, L.P. | 0.15% | 1,419,026 | $57,257,699 | $51,638,356 | -$5,619,343 | -9.81% | |
| Gillson Capital Lp | 3.09% | 1,299,374 | $52,430,000 | $47,284,220 | -$5,145,780 | -9.81% | |
| Centersquare Investment Management Llc | 0.45% | 1,294,118 | $52,217,662 | $47,092,954 | -$5,124,708 | -9.81% | |
| Price T Rowe Associates Inc | 0.00% | 1,231,881 | $49,707,000 | $44,828,150 | -$4,878,850 | -9.82% | |
| Legal & General Group Plc | 0.01% | 1,161,477 | $46,865,595 | $42,266,148 | -$4,599,447 | -9.81% | |
| Schroder Investment Management Group | 0.03% | 1,158,160 | $46,419,052 | $42,145,442 | -$4,273,610 | -9.21% | |
| Bank Of America Corp | 0.00% | 1,138,415 | $45,935,035 | $41,426,922 | -$4,508,113 | -9.81% | |
| Goldman Sachs Group Inc | 0.00% | 1,110,978 | $44,827,952 | $40,428,489 | -$4,399,463 | -9.81% | |
| American Century Companies Inc | 0.02% | 1,079,014 | $43,538,273 | $39,265,319 | -$4,272,954 | -9.81% | |
| Eversept Partners, Lp | 2.36% | 1,072,015 | $43,255,805 | $39,010,626 | -$4,245,179 | -9.81% | |
| Adage Capital Partners Gp, L.L.C. | 0.05% | 960,000 | $38,736,000 | $34,934,400 | -$3,801,600 | -9.81% | |
| Royal London Asset Management Ltd | 0.07% | 936,820 | $37,800,687 | $34,090,880 | -$3,709,807 | -9.81% | |
| Balyasny Asset Management L.P. | 0.07% | 934,804 | $37,719,341 | $34,017,518 | -$3,701,823 | -9.81% | |
| Principal Financial Group Inc | 0.02% | 1,020,790 | $37,340,499 | $37,146,548 | -$193,951 | -0.52% | |
| Nomura Asset Management International Inc. | 0.06% | 921,255 | $37,173,000 | $33,524,469 | -$3,648,531 | -9.82% | |
| Millennium Management Llc | 0.02% | 882,046 | $35,590,556 | $32,097,654 | -$3,492,902 | -9.81% | |
| Allspring Global Investments Holdings, Llc | 0.05% | 851,378 | $34,821,361 | $30,981,645 | -$3,839,716 | -11.03% | |
| Ubs Group Ag | 0.01% | 818,940 | $33,044,231 | $29,801,227 | -$3,243,004 | -9.81% | |
| Point72 Asset Management, L.P. | 0.05% | 793,285 | $32,009,050 | $28,867,641 | -$3,141,409 | -9.81% |
Frequently asked questions about CTRE
Who are the largest institutional holders of CTRE?
The largest institutional holders of CTRE reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, Cohen & Steers, Inc., State Street Corp, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported CTRE position.
What is CTRE institutional ownership?
This page tracks CTRE positions reported by institutional investment managers through SEC Form 13F. CARETRUST REIT INC (CTRE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CTRE?
InsiderSet currently tracks 509 institutional managers reporting CTRE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CTRE shareholders.
How much CTRE stock do institutions own?
Institutional investment managers disclosed approximately $9.96B in CTRE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CTRE institutional ownership last updated?
The latest CTRE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CTRE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CTRE position after the reporting date.
Are institutions buying or selling CTRE?
Institutional buying and selling can be analyzed by comparing CTRE positions across consecutive 13F reporting periods. InsiderSet's CTRE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CTRE ownership changes.
How has CTRE institutional ownership changed over time?
InsiderSet tracks CTRE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.