CareTrust REIT, Inc. — Institutional Ownership

Which tracked institutions hold CTRE, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

37
Funds holding
$3024202779
Total value held
Buying
26 added/new · 10 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $1643289908 40725896 +4849399 +13.52%
2 State Street Corp $507000967 12447546 +412275 +3.43%
3 Northern Trust Corp $143603230 3558940 +271149 +8.25%
4 Invesco Ltd. $119698366 2966502 +2966502 NEW BUY
5 Morgan Stanley $103724093 2570606 +627091 +32.27%
6 Bank Of New York Mellon Corp $102162424 2531906 -26198 -1.02%
7 Raymond James Financial Inc $71991830 1784184 +16493 +0.93%
8 Jpmorgan Chase & Co $61738605 1515488 -15669 -1.02%
9 Bank Of America Corp /De/ $45935035 1138415 -76559 -6.30%
10 Goldman Sachs Group Inc $44827952 1110978 -24282 -2.14%
11 Ubs Group Ag $33044231 818940 +818940 NEW BUY
12 Principal Financial Group Inc $31559389 782141 +60637 +8.40%
13 Ameriprise Financial Inc $23828126 590372 +590372 NEW BUY
14 Sei Investments Co $23749662 588594 -101027 -14.65%
15 Wells Fargo & Company/Mn $17476187 433115 +149405 +52.66%
16 Citigroup Inc $13772303 341321 +95756 +38.99%
17 Franklin Resources Inc $7926112 196434 -13691 -6.52%
18 Royal Bank Of Canada $6364000 157717 +284 +0.18%
19 Barclays Plc $3984400 98746 -27972 -22.07%
20 Stifel Financial Corp $3949991 97892 +97892 NEW BUY
21 Janus Henderson Group Plc $3686545 100533 +100533 NEW BUY
22 Allstate Corp $2447187 60649 +31185 +105.84%
23 Bank Of Montreal /Can/ $2324119 57599 -1171160 -95.31%
24 Prudential Financial Inc $1679609 41626 -278730 -87.01%
25 M&T Bank Corp $1040368 25772 +1066 +4.31%
26 Federated Hermes, Inc. $864741 21431 +21431 NEW BUY
27 Truist Financial Corp $754144 18690 +2933 +18.61%
28 Cohen & Steers, Inc. $514528 12751614 +768238 +6.41%
29 Pnc Financial Services Group, Inc. $434448 10767 +3663 +51.56%
30 Hancock Whitney Corp $283822 7034 +168 +2.45%
31 Fifth Third Bancorp $278738 6908 -803 -10.41%
32 Us Bancorp \De\ $257191 6374 +516 +8.81%
33 First Horizon Corp $4035 100 +100 NEW BUY
34 Zions Bancorporation, National Association /Ut/ $1977 49 +49 NEW BUY
35 Honeywell International Inc $1861 78270 Held
36 Cullen/Frost Bankers, Inc. $1816 45 +45 NEW BUY
37 Amalgamated Financial Corp. $839 43469 +43469 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.