CARETRUST REIT INC (CTRE) Institutional Shareholders

CARETRUST REIT INC (CTRE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $7.46B in CTRE holdings during the latest filing period.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of CTRE tracked by InsiderSet, reporting ownership valued at approximately $1.31B in its March 31, 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 $1.50B, representing an estimated gain of +14.43% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed CTRE value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, State Street Corp, 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

483

Total Reported Value

$7.46B

Largest Holder

Blackrock, Inc.

Largest Position

$1.31B

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

58

Funds Exiting Positions

0

Page 1 of 10
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.02%35,876,497$1,314,873,599$1,504,660,284+$189,786,685+14.43%
Vanguard Portfolio Management Llc0.04%19,901,022$729,372,456$834,648,863+$105,276,407+14.43%
State Street Corp0.02%12,035,271$445,722,180$504,759,266+$59,037,086+13.25%
Wellington Management Group Llp0.08%11,821,082$433,242,656$495,776,179+$62,533,523+14.43%
Fmr Llc0.02%10,046,856$368,217,264$421,365,141+$53,147,877+14.43%
Vanguard Capital Management Llc0.01%9,998,178$366,433,224$419,323,585+$52,890,361+14.43%
Geode Capital Management, Llc0.02%6,981,637$255,914,422$292,809,856+$36,895,434+14.42%
Nuveen, Llc0.04%4,443,341$162,848,448$186,353,722+$23,505,274+14.43%
Charles Schwab Investment Management Inc0.02%4,265,114$156,316,428$178,878,881+$22,562,453+14.43%
Daiwa Securities Group Inc.0.30%3,105,050$125,288,767$130,225,797+$4,937,030+3.94%
Deutsche Bank Ag\0.04%3,412,762$125,077,727$143,131,238+$18,053,511+14.43%
Qube Research & Technologies Ltd0.18%3,405,183$124,799,957$142,813,375+$18,013,418+14.43%
Dimensional Fund Advisors Lp0.03%3,333,252$122,164,454$139,796,589+$17,632,135+14.43%
Northern Trust Corp0.02%3,287,791$120,497,539$137,889,955+$17,392,416+14.43%
Bank Of New York Mellon Corp0.02%2,558,104$93,754,531$107,286,882+$13,532,351+14.43%
Invesco Ltd.0.01%2,443,637$89,559,302$102,486,136+$12,926,834+14.43%
American Century Companies Inc0.04%2,137,548$78,341,180$89,648,763+$11,307,583+14.43%
Morgan Stanley0.00%1,943,515$71,229,893$81,511,019+$10,281,126+14.43%
Russell Investments Group, Ltd.0.08%1,922,120$70,445,717$80,613,713+$10,167,996+14.43%
Raymond James Financial Inc0.02%1,767,691$64,785,845$74,136,961+$9,351,116+14.43%
Copeland Capital Management, Llc1.44%1,764,855$64,681,972$74,018,019+$9,336,047+14.43%
Life Cycle Investment Partners Ltd0.38%1,622,782$59,474,960$68,059,477+$8,584,517+14.43%
Alyeska Investment Group, L.P.0.17%1,594,137$58,425,121$66,858,106+$8,432,985+14.43%
Zimmer Partners, Lp1.34%1,486,155$54,467,581$62,329,341+$7,861,760+14.43%
Vanguard Fiduciary Trust Co0.01%1,458,910$53,469,052$61,186,685+$7,717,633+14.43%
Citadel Advisors Llc0.04%1,383,196$50,694,134$58,011,240+$7,317,106+14.43%
Jane Street Group, Llc0.05%1,331,668$48,805,632$55,850,156+$7,044,524+14.43%
Grs Advisors, Llc4.76%1,314,081$48,161,069$55,112,557+$6,951,488+14.43%
Bank Of Montreal0.02%1,228,759$45,034,018$51,534,152+$6,500,134+14.43%
Bank Of America Corp0.00%1,214,974$44,528,799$50,956,010+$6,427,211+14.43%
Legal & General Group Plc0.01%1,212,014$44,420,314$50,831,867+$6,411,553+14.43%
Millennium Management Llc0.03%1,170,767$42,908,611$49,101,968+$6,193,357+14.43%
Goldman Sachs Group Inc0.01%1,135,260$41,607,295$47,612,804+$6,005,509+14.43%
Schroder Investment Management Group0.03%1,096,404$39,755,609$45,983,184+$6,227,575+15.66%
D. E. Shaw & Co., Inc.0.03%1,052,084$38,558,879$44,124,403+$5,565,524+14.43%
Two Sigma Investments, Lp0.03%1,031,711$37,812,208$43,269,959+$5,457,751+14.43%
Royal London Asset Management Ltd0.07%945,902$34,662,579$39,671,130+$5,008,551+14.45%
Ubs Group Ag0.01%931,251$34,130,349$39,056,667+$4,926,318+14.43%
Mackenzie Financial Corp0.04%823,799$30,192,233$34,550,130+$4,357,897+14.43%
Victory Capital Management Inc0.02%789,184$28,923,594$33,098,377+$4,174,783+14.43%
Alliancebernstein L.P.0.01%799,441$28,907,787$33,528,556+$4,620,769+15.98%
Balyasny Asset Management L.P.0.05%762,826$27,957,573$31,992,922+$4,035,349+14.43%
Principal Financial Group Inc0.01%721,504$26,443,121$30,259,878+$3,816,757+14.43%
Adage Capital Partners Gp, L.L.C.0.04%720,000$26,388,000$30,196,800+$3,808,800+14.43%
Sound Income Strategies, Llc1.14%628,271$25,350,746$26,349,686+$998,940+3.94%
Sei Investments Co0.02%689,621$25,275,485$28,922,705+$3,647,220+14.43%
Rhumbline Advisers0.02%687,133$25,183,395$28,818,358+$3,634,963+14.43%
Susquehanna International Group, Llp0.03%670,955$24,590,501$28,139,853+$3,549,352+14.43%
Allspring Global Investments Holdings, Llc0.04%649,559$24,118,126$27,242,504+$3,124,378+12.95%
Universal- Beteiligungs- Und Servicegesellschaft Mbh0.04%570,098$20,894,093$23,909,910+$3,015,817+14.43%

Frequently asked questions about CTRE

  • Who owns the most CTRE stock?

    The largest holders of CTRE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CARETRUST REIT INC (CTRE).

  • Is CTRE widely held by superinvestors?

    Many widely followed stocks like CTRE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CTRE is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.