58% buyers of institutions opening or closing positions this quarter
23 more new buyers than exits, ownership fell 0.14 percentage points vs the prior quarter, and no widely-followed fund managers in the top 25.
58% buyers of institutions opening or closing positions this quarter
73.9% institutional ownership
Copeland Capital Management, portfolio allocation
Institutional ownership vs REIT - Healthcare Facilities peers
No Form 4 insider transactions on file
Latest positioning in CTRE across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CTRE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 35.9M | $1.31B | -14.1% | 15.187% | 0.02% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 19.9M | $729.4M | — | 8.424% | 0.04% |
| 3 | STATE STREET CORP | 12.0M | $445.7M | -3.1% | 5.095% | 0.02% |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | 11.8M | $433.2M | -4.3% | 5.004% | 0.08% |
| 5 | FMR LLC | 10.0M | $368.2M | -6.3% | 4.253% | 0.02% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 10.0M | $366.4M | — | 4.232% | 0.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 7.0M | $255.9M | +14.6% | 2.955% | 0.02% |
| 8 | Nuveen, LLC | 4.4M | $162.8M | +51.8% | 1.881% | 0.04% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.3M | $156.3M | -3.8% | 1.805% | 0.02% |
| 10 | DEUTSCHE BANK AG\ | 3.4M | $125.1M | +577.0% | 1.445% | 0.04% |
| 11 | Qube Research & Technologies Ltd | 3.4M | $124.8M | +137.3% | 1.441% | 0.14% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 3.3M | $122.2M | +1.9% | 1.411% | 0.03% |
| 13 | NORTHERN TRUST CORP | 3.3M | $120.5M | +19.6% | 1.392% | 0.02% |
| 14 | Bank of New York Mellon Corp | 2.6M | $93.8M | +5.2% | 1.083% | 0.02% |
| 15 | Invesco Ltd. | 2.4M | $89.6M | -30.1% | 1.034% | 0.01% |
| 16 | AMERICAN CENTURY COMPANIES INC | 2.1M | $78.3M | +40.1% | 0.905% | 0.04% |
| 17 | Daiwa Securities Group Inc. | 2.0M | $72.7M | -14.4% | 0.839% | 0.21% |
| 18 | MORGAN STANLEY | 1.9M | $71.2M | -20.0% | 0.823% | 0.00% |
| 19 | Russell Investments Group, Ltd. | 1.9M | $70.4M | +56.7% | 0.814% | 0.08% |
| 20 | RAYMOND JAMES FINANCIAL INC | 1.8M | $64.8M | -12.8% | 0.748% | 0.02% |
| 21 | Copeland Capital Management, LLC | 1.8M | $64.7M | -2.1% | 0.747% | 1.44% |
| 22 | Life Cycle Investment Partners Ltd | 1.6M | $59.5M | +47.6% | 0.687% | 0.38% |
| 23 | Alyeska Investment Group, L.P. | 1.6M | $58.4M | -21.4% | 0.675% | 0.17% |
| 24 | Zimmer Partners, LP | 1.5M | $54.5M | -15.7% | 0.629% | 1.31% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 1.5M | $53.5M | — | 0.618% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CTRE — a direct measure of their conviction.
Filings activity in CTRE during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 475 | +5.1% | 73.90% | 0.14 pp | $7.32B | 0.2% |
| Q4 2025 | 452 | +6.1% | 74.04% | +5.79 pp | $7.34B | +8.5% |
| Q3 2025 | 426 | +7.6% | 68.25% | +13.28 pp | $6.76B | +24% |
| Q2 2025 | 396 | +7.6% | 54.97% | +4.37 pp | $5.45B | +8.6% |
| Q1 2025 | 368 | 0.5% | 50.60% | +2.37 pp | $5.01B | +4.9% |
| Q4 2024 | 370 | +9.8% | 48.23% | 1.28 pp | $4.78B | 2.6% |
| Q3 2024 | 337 | +10% | 49.51% | +14.01 pp | $4.91B | +39% |
| Q2 2024 | 306 | — | 35.50% | — | $3.52B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for CTRE.
Quick answers to the most common questions about buying CTRE stock.
Based on Q1 2026 13F filings, institutional ownership of CareTrust REIT, Inc. stands at 73.9%, held across 475 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CTRE, with approximately 35,876,497 shares worth $1.31B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of CTRE.
Our composite Smart Money Score for CTRE is 38 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
80 institutions opened new positions in CTRE during Q1 2026, while 57 fully exited. 247 added to existing positions and 142 trimmed.
CTRE institutional ownership fell by 0.14 percentage points quarter-over-quarter, with a net change of — holders.
The top 10 institutions account for 59.5% of all reported 13F value in CTRE, and the top 25 account for 75.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.