CareTrust REIT, Inc.
Congressional Trades
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
Daniel S. GoldmanHouse · D · NY |
CTRECareTrust REIT, Inc. · Stock |
Sale $1,001 - $15,000 |
Aug 13, 2023 | Jul 12, 2023 | Filing ↗ |
Whale Activity
- Increased6
- New0
- Held0
- Decreased2
- Closed0
- No prior filing3
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 40.7M | $1.64B | increased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 20.9M | $843.0M | increased |
| VANGUARD CAPITAL MANAGEMENT LLC | 10.6M | $429.2M | increased |
| D. E. Shaw & Co., Inc. | 1.8M | $73.3M | increased |
| TWO SIGMA INVESTMENTS, LP | 1.7M | $68.6M | increased |
| MILLENNIUM MANAGEMENT LLC | 882.0K | $35.6M | decreased |
| Point72 Asset Management, L.P. | 793.3K | $32.0M | increased |
| CITADEL ADVISORS LLC | 699.4K | $28.2M | decreased |
| APG Asset Management US Inc. | 547.9K | $22.4M | — |
| Adelante Capital Management LLC | 545.5K | $22.0M | — |
| Truvestments Capital LLC | 98.8K | $4.0M | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| BEALE LAURENChief Accounting Officer | Tax withholding | −12.2K | $37.34 | $456K | Jan 31, 2026 | Form 4 ↗ |
| Callister JamesCIO and Secretary | Tax withholding | −46.3K | $37.34 | $1.7M | Jan 31, 2026 | Form 4 ↗ |
| Callister JamesCIO and Secretary | Grant / award | +58.4K | $0.00 | $0 | Jan 31, 2026 | Form 4 ↗ |
| Sedgwick David M.President and CEO | Tax withholding | −114.3K | $37.34 | $4.3M | Jan 31, 2026 | Form 4 ↗ |
| Sedgwick David M.President and CEO | Grant / award | +99.2K | $0.00 | $0 | Jan 31, 2026 | Form 4 ↗ |
| BEALE LAURENChief Accounting Officer | Grant / award | +11.1K | $0.00 | $0 | Jan 2, 2026 | Form 4 ↗ |
| Plumb Spencer GDirector | Grant / award | +5,037 | $0.00 | $0 | Apr 29, 2025 | Form 4 ↗ |
| Olson AnneDirector | Grant / award | +5,037 | $0.00 | $0 | Apr 29, 2025 | Form 4 ↗ |
| Williams Careina D.Director | Grant / award | +5,037 | $0.00 | $0 | Apr 29, 2025 | Form 4 ↗ |
| LAING DIANADirector | Grant / award | +5,037 | $0.00 | $0 | Apr 29, 2025 | Form 4 ↗ |
| Sedgwick David M.President and CEO | Tax withholding | −56.4K | $26.50 | $1.5M | Jan 31, 2025 | Form 4 ↗ |
| Wagner William MCFO and Treasurer | Tax withholding | −37.8K | $26.50 | $1.0M | Jan 31, 2025 | Form 4 ↗ |
| Callister JamesCIO and Secretary | Tax withholding | −10.9K | $26.50 | $289K | Jan 31, 2025 | Form 4 ↗ |
| BEALE LAURENChief Accounting Officer | Tax withholding | −8,111 | $26.50 | $215K | Jan 31, 2025 | Form 4 ↗ |
| Sedgwick David M.President and CEO | Grant / award | +45.7K | $0.00 | $0 | Jan 28, 2025 | Form 4 ↗ |
| Sedgwick David M.President and CEO | Grant / award | +59.0K | $0.00 | $0 | Jan 28, 2025 | Form 4 ↗ |
| Wagner William MCFO and Treasurer | Grant / award | +21.2K | $0.00 | $0 | Jan 28, 2025 | Form 4 ↗ |
| Wagner William MCFO and Treasurer | Grant / award | +44.5K | $0.00 | $0 | Jan 28, 2025 | Form 4 ↗ |
| Callister JamesCIO and Secretary | Grant / award | +21.2K | $0.00 | $0 | Jan 28, 2025 | Form 4 ↗ |
| BEALE LAURENChief Accounting Officer | Grant / award | +7,361 | $0.00 | $0 | Jan 28, 2025 | Form 4 ↗ |
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 8.5M | $356.2M | 0.49% | Jul 31, 2026 |
| iShares Core S&P Mid-Cap ETF iShares Trust | 8.1M | $326.2M | 0.26% | Jun 30, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 7.5M | $302.6M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF iShares Trust | 5.8M | $235.5M | 0.28% | Jun 30, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 5.4M | $218.7M | 0.12% | Jun 30, 2026 |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 3.1M | $126.0M | 0.27% | Jun 30, 2026 |
| Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC | 3.1M | $124.7M | 1.30% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 2.8M | $114.6M | 1.08% | Jun 30, 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 2.7M | $109.3M | 0.11% | Jun 30, 2026 |
| Fidelity Small Cap Value Fund Fidelity Securities Fund | 2.6M | $109.3M | 2.00% | Jul 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list CTRE's shares (CUSIP 14174T107), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
- Wellington Investment Advisors Holdings LLPSCHEDULE 13G/A · passive (13G) · 9.7M shares4.1%
Aug 13, 2026 · ↗ - Wellington Group Holdings LLPSCHEDULE 13G/A · passive (13G) · 9.7M shares4.1%
Aug 13, 2026 · ↗ - Wellington Management Group LLPSCHEDULE 13G/A · passive (13G) · 9.7M shares4.1%
Aug 13, 2026 · ↗ - Cohen & Steers Ireland LimitedSCHEDULE 13G/A · passive (13G) · 26.2K shares0.0%
Aug 7, 2026 · ↗ - Cohen & Steers Asia LimitedSCHEDULE 13G/A · passive (13G) · 0 shares0.0%
Aug 7, 2026 · ↗ - Cohen & Steers UK LimitedSCHEDULE 13G/A · passive (13G) · 10.3K shares0.0%
Aug 7, 2026 · ↗ - Cohen & Steers Capital Management, Inc.SCHEDULE 13G/A · passive (13G) · 11.0M shares4.7%
Aug 7, 2026 · ↗ - Cohen & Steers, Inc.SCHEDULE 13G/A · passive (13G) · 11.0M shares4.7%
Aug 7, 2026 · ↗ - Cohen & Steers Ireland LimitedSCHEDULE 13G/A · passive (13G) · 9,917 shares0.0%
May 15, 2026 · ↗ - Cohen & Steers Asia LimitedSCHEDULE 13G/A · passive (13G) · 0 shares0.0%
May 15, 2026 · ↗
Corporate Lobbying
No lobbying filings found naming CareTrust REIT, Inc. as the client.
Government Contracts
No federal contract awards found for CareTrust REIT, Inc..
U.S. Patents
No USPTO patent applications found for CareTrust REIT, Inc..
Annual Financials
No annual XBRL figures on record for CTRE. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in CTRE's price history.
Material Events (8-K)
- 8-K · Items 2.01, 7.01, 9.01Acquisition or disposition · Reg FD disclosureOct 2, 2026
EDGAR ↗ - 8-K · Items 2.02, 7.01, 9.01Results of operations · Reg FD disclosureAug 6, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsMay 21, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsMay 20, 2026
EDGAR ↗ - 8-K · Items 2.02, 7.01, 9.01Results of operations · Reg FD disclosureMay 7, 2026
EDGAR ↗

