Caretrust REIT Inc

-

Stock Issuer and Owners

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Caretrust REIT Inc
TickerCTRE
CIK #0001590717
CUSIP14174T107
SectorReal Estate & Construction - Real Estate Investment Trusts
Address27101 Puerta Real, Suite 450, Mission Viejo, CA 92691
Source [EDGAR]
CIK Filing 2011 - 2026
[0001590717] 10-K
[0001590717] 10-Q
[0001590717] 3
[0001590717] 4
[0001590717] 5
[0001590717] 8-K
[0001590717] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC Caretrust REIT Inc [2026-04-29] 0.0
Vanguard Portfolio Management LLC Caretrust REIT Inc [2026-04-29] 0.0
Wellington Management Group LLP Caretrust REIT Inc [2026-02-10] 0.0
Cohen & Steers Inc Caretrust REIT Inc [2025-11-14] 0.0
FMR LLC Caretrust REIT Inc [2025-05-12] 0.0
Wellington Management Group LLP Caretrust REIT Inc [2023-02-06] 5.84
BlackRock Inc Caretrust REIT Inc [2023-01-20] 18.4
State Street Corp Caretrust REIT Inc [2022-02-10] 5.48
BlackRock Inc Caretrust REIT Inc [2021-01-25] 19.8
PGGM Investments Caretrust REIT Inc [2020-07-16] 4.35
FMR LLC Caretrust REIT Inc [2020-02-07] 0.0
PGGM Investments Caretrust REIT Inc [2020-02-06] 6.74
FMR LLC Caretrust REIT Inc [2017-05-10] 0.0
Wasatch Advisors Inc Caretrust REIT Inc [2015-02-17] 9.6
Vanguard Specialized Funds Caretrust REIT Inc [2015-02-06] 6.69
BlackRock Inc Caretrust REIT Inc [2015-02-02] 7.8
Vanguard Group Inc Caretrust REIT Inc [2014-07-09] 12.67
Form 3/4/5 Filer 2011 - 2026
Callister James
CareTrust REIT Inc
Beale Lauren
Sedgwick David M
Plumb Spencer G
Olson Anne
Laing Diana
Bunker Derek J
Stapley Gregory K
Williams Careina D
Wagner William M
Lamb Mark D
Barbieri Allen
Kline Jon D
Lindahl David G
Sabin Gary B
Christensen Christopher R
Ensign Group Inc
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Callister James
Common Stock
2026-01-31 Grant 58,379 $0.00
Callister James
Common Stock
2026-01-31 Tax withheld 46,267 $37.34 1,727,610
Beale Lauren
Common Stock
2026-01-31 Tax withheld 12,208 $37.34 455,847
Sedgwick David M
Common Stock
2026-01-31 Tax withheld 114,274 $37.34 4,266,991
Sedgwick David M
Common Stock
2026-01-31 Grant 99,240 $0.00
Beale Lauren
Common Stock
2026-01-02 Grant 11,133 $0.00
Stapley Gregory K
LTIP Units · derivative
2026-01-02 Grant 5,781
Williams Careina D
LTIP Units · derivative
2026-01-02 Grant 3,105
Plumb Spencer G
LTIP Units · derivative
2026-01-02 Grant 5,781
Olson Anne
LTIP Units · derivative
2026-01-02 Grant 3,105
Laing Diana
LTIP Units · derivative
2026-01-02 Grant 3,105
Bunker Derek J
LTIP Units · derivative
2026-01-02 Grant 11,145
Callister James
LTIP Units · derivative
2026-01-02 Grant 23,838
Sedgwick David M
LTIP Units · derivative
2026-01-02 Grant 73,821
Plumb Spencer G
Common Stock
2025-04-29 Grant 5,037 $0.00
Olson Anne
Common Stock
2025-04-29 Grant 5,037 $0.00
Williams Careina D
Common Stock
2025-04-29 Grant 5,037 $0.00
Laing Diana
Common Stock
2025-04-29 Grant 5,037 $0.00
Sedgwick David M
Common Stock
2025-01-31 Tax withheld 56,378 $26.50 1,494,017
Wagner William M
Common Stock
2025-01-31 Tax withheld 37,797 $26.50 1,001,620
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 492 203,684,521
2025-12-31 466 205,495,738
2025-09-30 440 198,002,747
2025-06-30 411 182,147,786
2025-03-31 384 179,736,753
2024-12-31 378 179,333,679
2024-09-30 349 169,159,433
2024-06-30 317 143,631,296
2024-03-31 286 137,829,469
2023-12-31 288 121,759,736
2023-09-30 273 103,697,757
2023-06-30 245 92,197,478
Form 13F Holdings
Firm Period DFND Voting Shares
Sound Income Strategies LLC [2026-06-30] SOLE 628,271 628,271
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 222,135 222,135
Community Trust & Investment Co [2026-06-30] SOLE 86,574 86,574
Hennion & Walsh Asset Management Inc [2026-06-30] SOLE 82,083 82,083
Andrew Hill Investment Advisors Inc [2026-06-30] SOLE 0 65,607
Louisiana State Employees Retirement System [2026-06-30] SOLE 64,800 64,800
Yousif Capital Management LLC [2026-06-30] SOLE 19,130 64,173
Alaska Retirement Management Board [2026-06-30] SOLE 154,970 61,925
Pensionfund PDN [2026-06-30] SOLE 0 41,000
Washington Growth Strategies LLC [2026-06-30] SOLE 0 40,676
Trust Co of Toledo NA /OH/ [2026-06-30] SOLE 38,615 38,615
Moody National Bank Trust Division [2026-06-30] DFND 3,761 38,097
Valicenti Advisory Services Inc [2026-06-30] SOLE 0 30,570
Spirit of America Management Corp/Ny [2026-06-30] SOLE 0 28,500
Envestnet Portfolio Solutions Inc [2026-06-30] SOLE 22,148 22,148
First Citizens Bank & Trust Co [2026-06-30] SOLE 21,562 21,562
Milestone Asset Management LLC [2026-06-30] SOLE 0 20,673
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 3,785 19,651
Seelaus Asset Management LLC [2026-06-30] SOLE 19,514 19,514
Pensionfund Sabic [2026-06-30] SOLE 0 19,000
Ballentine Partners LLC [2026-06-30] OTR 0 12,683
OFI Invest Asset Management [2026-06-30] SOLE 412,358 11,684
Gateway Investment Advisers LLC [2026-06-30] SOLE 9,342 9,342
Gamma Investing LLC [2026-06-30] DFND 8,975 8,975
RFG Advisory LLC [2026-06-30] SOLE 0 7,914
Moody Lynn Lieberson & Walker LLC [2026-06-30] SOLE 7,022 7,022
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 6,307
Fifth Third Wealth Advisors LLC [2026-06-30] SOLE 5,445 5,445
Innova Wealth Partners [2026-06-30] SOLE 0 5,352
Ninety One UK Ltd [2026-06-30] SOLE 5,266 5,266
Prev | Page 1 | Next
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com