CareTrust REIT, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 40.02 M | $1.39 B | 9.19% | 20.79% |
| VANGUARD GROUP INC | 11/07/2025 | 32.97 M | $1.14 B | 14.07% | 17.13% |
| COHEN & STEERS, INC. | 11/14/2025 | 18.25 M | $632.93 M | 115.21% | 9.48% |
| STATE STREET CORP | 11/14/2025 | 12.21 M | $427.34 M | 11.69% | 6.34% |
| FMR LLC | 11/13/2025 | 11.53 M | $399.77 M | -19.31% | 5.99% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 10.46 M | $362.85 M | -1.11% | 5.44% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 5.68 M | $197.11 M | 13.57% | 2.95% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 4.23 M | $146.66 M | 36.61% | 2.20% |
| INVESCO LTD. | 11/13/2025 | 3.50 M | $121.39 M | -7.21% | 1.82% |
| DAIWA SECURITIES GROUP INC. | 11/14/2025 | 3.24 M | $112.31 M | 114.42% | 1.68% |
| ALYESKA INVESTMENT GROUP, L.P. | 11/17/2025 | 3.12 M | $108.07 M | 19.54% | 1.62% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 3.11 M | $108.00 M | 38.54% | 1.62% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 3.10 M | $107.53 M | 17.81% | 1.61% |
| NORTHERN TRUST CORP | 11/14/2025 | 2.82 M | $97.84 M | 12.86% | 1.47% |
| NUVEEN, LLC | 11/12/2025 | 2.61 M | $90.37 M | -0.55% | 1.35% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 2.50 M | $86.65 M | 2.40% | 1.30% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 2.22 M | $77.02 M | 5.68% | 1.15% |
| MORGAN STANLEY | 11/14/2025 | 2.17 M | $75.10 M | 1.33% | 1.13% |
| COPELAND CAPITAL MANAGEMENT, LLC | 10/17/2025 | 1.72 M | $59.51 M | 350.91% | 0.89% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 11/13/2025 | 1.71 M | $59.32 M | 852.76% | 0.89% |
| ZIMMER PARTNERS, LP | 11/14/2025 | 1.59 M | $55.08 M | 140.83% | 0.83% |
| GRS ADVISORS, LLC | 11/14/2025 | 1.55 M | $53.77 M | 79.08% | 0.81% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.44 M | $50.01 M | 1.45% | 0.75% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 1.41 M | $48.86 M | 1.60% | 0.73% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 1.38 M | $47.76 M | 126.19% | 0.72% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 1.31 M | $45.38 M | -18.28% | 0.68% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 1.29 M | $44.61 M | 42.59% | 0.67% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 1.24 M | $42.85 M | 30.01% | 0.64% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 1.22 M | $42.22 M | -28.91% | 0.63% |
| SEI INVESTMENTS CO | 11/13/2025 | 1.17 M | $40.62 M | 49.07% | 0.61% |
| AEW CAPITAL MANAGEMENT L P | 11/10/2025 | 1.10 M | $38.06 M | 42.00% | 0.57% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 1.02 M | $35.41 M | -5.80% | 0.53% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 921.33 K | $31.95 M | -33.43% | 0.48% |
| PRUDENTIAL FINANCIAL INC | 11/13/2025 | 906.97 K | $31.45 M | 30.50% | 0.47% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 11/13/2025 | 895.82 K | $31.07 M | -0.87% | 0.47% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 859.26 K | $29.80 M | 31.49% | 0.45% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 11/14/2025 | 825.00 K | $28.61 M | 12.24% | 0.43% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2025 | 771.21 K | $26.21 M | 113.82% | 0.40% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 10/23/2025 | 758.87 K | $26.32 M | 57.17% | 0.39% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 704.48 K | $24.43 M | -21.42% | 0.37% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 699.83 K | $24.27 M | -6.59% | 0.36% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 694.70 K | $24.09 M | -67.79% | 0.36% |
| RHUMBLINE ADVISERS | 11/06/2025 | 649.68 K | $22.53 M | 10.29% | 0.34% |
| HSBC HOLDINGS PLC | 11/13/2025 | 644.17 K | $22.22 M | 246.47% | 0.33% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 638.02 K | $22.13 M | -2.59% | 0.33% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 637.36 K | $22.10 M | -32.99% | 0.33% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 616.42 K | $21.38 M | -11.43% | 0.32% |
| GILLSON CAPITAL LP | 11/14/2025 | 616.36 K | $21.38 M | -15.65% | 0.32% |
| MACKENZIE FINANCIAL CORP | 11/13/2025 | 613.94 K | $21.29 M | 720.11% | 0.32% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2025 | 584.23 K | $19.75 M | 2.36% | 0.30% |
CareTrust REIT, Inc. institutional Ownership - FAQ's
During the previous two years, 572 institutional investors and hedge funds held shares of CareTrust REIT, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 40.02 M
VANGUARD GROUP INC: 32.97 M
COHEN & STEERS, INC.: 18.25 M
STATE STREET CORP: 12.21 M
FMR LLC: 11.53 M
WELLINGTON MANAGEMENT GROUP LLP: 10.46 M
116.47% of CareTrust REIT, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 275.30 M shares in the last 24 months. This purchase volume represents approximately $10.40 B in transactions.