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Who Owns CareTrust REIT Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in CareTrust REIT Inc.

Who crossed 5% of CTRE →
Managers holding
10
as of 2026-09-30
Reported value
$4.9M
summed across filings
Shares held
133.6K
Added vs trimmed
3 / 4
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
MOODY NATIONAL BANK TRUST DIVISIONCOM39.3K shadded$1.4M
Pensionfund PDNCOMMON STOCK38K shtrimmed$1.4M
Sound Income Strategies, LLCCOM21.5K shtrimmed$768.9K
Pensionfund SabicCOMMON STOCK19K shheld$695K
GAMMA Investing LLCREIT9.2K shadded$337.6K
Farther Finance Advisors, LLCREIT5.3K shadded$195K
MassMutual Private Wealth & Trust, FSBClosed-end REIT817 shtrimmed$29.9K
Rosenberg Matthew HamiltonREIT257 shheld$9.4K
Retirement Wealth Solutions LLCCOM82 shtrimmed$3K
GK Wealth Management LLCCOM72 sh—$2.6K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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