CareTrust REIT, Inc.
CareTrust REIT, Inc. (CTRE) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · CTRE · as of Sep 30, 2025
Ownership Breakdown
442
Institutional Holders
▲ 29 vs Q2
$7.77B
Total Inst. Value
▲ $1.77B vs Q2
236.24M
Shares Outstanding
freeFloat 99.18%
223.86M
13F Shares Held
▲ 28.10M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
CTRE largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. real estate investment trusts | 40.02M | 20.79% | 20.79% | $1.39T | Nov 12, 2025 | ▲ 3.37M |
VANGUARD GROUP INC real estate investment trusts | 32.97M | 17.13% | 17.13% | $1.14T | Nov 7, 2025 | ▲ 4.07M |
COHEN & STEERS, INC. real estate investment trusts | 18.25M | 9.48% | 9.48% | $632.93B | Nov 14, 2025 | ▲ 9.77M |
STATE STREET CORP real estate investment trusts | 12.21M | 6.34% | 6.34% | $427.34B | Nov 14, 2025 | ▲ 1.28M |
FMR LLC real estate investment trusts | 11.53M | 5.99% | 5.99% | $399.77B | Nov 13, 2025 | ▼ 2.76M |
WELLINGTON MANAGEMENT GROUP LLP real estate investment trusts | 10.46M | 5.44% | 5.44% | $362.85B | Nov 14, 2025 | ▼ 117.7K |
GEODE CAPITAL MANAGEMENT, LLC real estate investment trusts | 5.68M | 2.95% | 2.95% | $197.11B | Nov 12, 2025 | ▲ 679.2K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC real estate investment trusts | 4.23M | 2.20% | 2.20% | $146.66B | Nov 10, 2025 | ▲ 1.13M |
INVESCO LTD. real estate investment trusts | 3.50M | 1.82% | 1.82% | $121.39B | Nov 13, 2025 | ▼ 272.0K |
DAIWA SECURITIES GROUP INC. real estate investment trusts | 3.24M | 1.68% | 1.68% | $112.31B | Nov 14, 2025 | ▲ 1.73M |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
33
Increased
+33.06M shares0
New Positions
first time holders17
Decreased
−6.85M shares0
Sold Out
fully exitedNet shares change (top 50)
+26.20M
+33.06M / −6.85M
Net new holders
+16
0 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
CTRE insider trading · insider activity
Source: SEC Form 4
4
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
BEALE LAUREN Chief Accounting Officer | Jan 31, 2026 | Tax Withhold | 12,208 | $37.34 | $455.8K | 70.0K | Form 4 ↗ |
Callister James CIO and Secretary | Jan 31, 2026 | Award | 58,379 | — | — | 164.0K | Form 4 ↗ |
Callister James CIO and Secretary | Jan 31, 2026 | Tax Withhold | 46,267 | $37.34 | $1.73M | 117.8K | Form 4 ↗ |
Sedgwick David M. President and CEO | Jan 31, 2026 | Award | 99,240 | — | — | 545.4K | Form 4 ↗ |
Sedgwick David M. President and CEO | Jan 31, 2026 | Tax Withhold | 114,274 | $37.34 | $4.27M | 431.1K | Form 4 ↗ |
Stapley Gregory K. director | Jan 2, 2026 | Award | 5,781 | — | — | 5.8K | Form 4 ↗ |
Williams Careina D. director | Jan 2, 2026 | Award | 3,105 | — | — | 3.1K | Form 4 ↗ |
Plumb Spencer G director | Jan 2, 2026 | Award | 5,781 | — | — | 5.8K | Form 4 ↗ |
Olson Anne director | Jan 2, 2026 | Award | 3,105 | — | — | 3.1K | Form 4 ↗ |
LAING DIANA director | Jan 2, 2026 | Award | 3,105 | — | — | 3.1K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
CareTrust REIT, Inc. (CTRE) is primarily owned by institutional investors, who hold approximately 94.8% of total shares outstanding. Company insiders own approximately 0.82%, while retail and public investors account for the remaining 4.42%.
The largest institutional shareholder of CareTrust REIT, Inc. is BLACKROCK, INC., holding approximately 40.02 million shares — equal to 20.79% of outstanding shares — as of September 30, 2025.
A total of 442 institutional investors currently hold CTRE stock, with a combined institutional value of approximately $7.77 billion as of the most recent 13F filing period.
Frequently asked questions
CTRE ownershipCareTrust REIT, Inc. (CTRE) is primarily owned by institutional investors, who hold approximately 94.8% of shares. The largest shareholder is BLACKROCK, INC. with a 20.79% stake. Company insiders hold 0.82%. Data sourced from SEC Form 13F as of September 30, 2025.