CareTrust REIT, Inc. (CTRE) — Institutional Holders, Q2 2026 (page 5)
517 institutional investment managers reported a CTRE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $10.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CTRE 13F holders ranked 401–500 of 517
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Caldwell#401 · 2,764 sh | 2,764 | $111.5K | <0.01% | New |
| 402 | Key Capital Management#402 · 2,430 sh | 2,430 | $98.1K | 0.05% | -11.5% |
| 403 | Versant Capital Management#403 · 1,757 sh | 1,757 | $70.9K | — | -1.6% |
| 404 | UMB Bank, n.a.#404 · 1,742 sh | 1,742 | $70.3K | <0.01% | -13.8% |
| 405 | Heritage Wealth Advisors#405 · 1,683 sh | 1,683 | $67.9K | <0.01% | +34.6% |
| 406 | ROTHSCHILD INVESTMENT#406 · 1,682 sh | 1,682 | $67.9K | <0.01% | -0.6% |
| 407 | Clearstead Advisors#407 · 1,639 sh | 1,639 | $66.1K | <0.01% | +158.5% |
| 408 | Allworth Financial#408 · 1,629 sh | 1,629 | $65.7K | <0.01% | -52.2% |
| 409 | Kemnay Advisory Services#409 · 1,629 sh | 1,629 | $65.7K | <0.01% | -0.4% |
| 410 | Burnham#410 · 1,500 sh | 1,500 | $60.5K | 0.05% | — |
| 411 | Crewe Advisors#411 · 1,445 sh | 1,445 | $58.3K | <0.01% | 0.0% |
| 412 | EverSource Wealth Advisors#412 · 1,440 sh | 1,440 | $58.1K | <0.01% | -86.5% |
| 413 | Spire Wealth Management#413 · 1,418 sh | 1,418 | $57.2K | <0.01% | +129.4% |
| 414 | LOS ANGELES CAPITAL MANAGEMENT#414 · 1,411 sh | 1,411 | $56.9K | <0.01% | 0.0% |
| 415 | BROWN BROTHERS HARRIMAN#415 · 1,374 sh | 1,374 | $55.4K | <0.01% | 0.0% |
| 416 | PRIVATE NA#416 · 1,257 sh | 1,257 | $50.7K | — | -40.1% |
| 417 | GROESBECK INVESTMENT MANAGEMENT#417 · 1,200 sh | 1,200 | $48.0K | — | 0.0% |
| 418 | Advantage#418 · 1,100 sh | 1,100 | $44.4K | — | 0.0% |
| 419 | Optiver Holding B.V.#419 · 1,030 sh | 1,030 | $41.6K | 0.00% | +225.9% |
| 420 | Caitong International Asset Management , Ltd#420 · 1,017 sh | 1,017 | $41.0K | <0.01% | -61.5% |
| 421 | Signature Equity Partners#421 · 1,011 sh | 1,011 | $40.8K | 0.02% | -18.5% |
| 422 | SRS Capital Advisors#422 · 1,009 sh | 1,009 | $40.7K | <0.01% | +996.7% |
| 423 | IFP Advisors#423 · 953 sh | 953 | $38.5K | — | +4.0% |
| 424 | LOOMIS SAYLES & L P#424 · 944 sh | 944 | $38.1K | 0.00% | 0.0% |
| 425 | MassMutual Private Wealth & , FSB#425 · 919 sh | 919 | $37.1K | — | +4.1% |
| 426 | Parkside Financial Bank#426 · 876 sh | 876 | $35.3K | — | +100.0% |
| 427 | COMPASS FINANCIAL MANAGEMENT#427 · 834 sh | 834 | $33.7K | <0.01% | — |
| 428 | MTM Investment Management#428 · 800 sh | 800 | $32.3K | <0.01% | 0.0% |
| 429 | Persistent Asset Partners Ltd#429 · 779 sh | 779 | $31.4K | <0.01% | New |
| 430 | Acumen Wealth Advisors#430 · 711 sh | 711 | $29.0K | <0.01% | +12.9% |
| 431 | Centerpoint Advisors#431 · 584 sh | 584 | $24.0K | <0.01% | -0.7% |
| 432 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#432 · 585 sh | 585 | $23.6K | 0.00% | -1.2% |
| 433 | Cornerstone Planning Group#433 · 544 sh | 544 | $23.0K | — | +0.9% |
| 434 | WHITTIER OF NEVADA#434 · 529 sh | 529 | $22.1K | <0.01% | -16.0% |
| 435 | Bare Financial Services#435 · 547 sh | 547 | $22.1K | <0.01% | +19.7% |
| 436 | Asset Planning#436 · 541 sh | 541 | $21.8K | — | +1.1% |
| 437 | Bell Investment Advisors#437 · 520 sh | 520 | $21.0K | <0.01% | -1.9% |
| 438 | HUNTINGTON NATIONAL BANK#438 · 511 sh | 511 | $20.6K | <0.01% | +8.0% |
| 439 | CoreCap Advisors#439 · 505 sh | 505 | $20.4K | — | -92.6% |
| 440 | Hilton Head Capital Partners#440 · 485 sh | 485 | $19.6K | — | -14.2% |
| 441 | Anchor Bay Capital#441 · 483 sh | 483 | $19.5K | 0.01% | — |
| 442 | HAGER INVESTMENT MANAGEMENT SERVICES#442 · 422 sh | 422 | $17.0K | <0.01% | +6.3% |
| 443 | Harvest Fund Management , Ltd#443 · 427 sh | 427 | $17.0K | <0.01% | New |
| 444 | FINANCIAL CONSULATE#444 · 400 sh | 400 | $16.1K | — | +300.0% |
| 445 | Smithfield#445 · 405 sh | 405 | $16.0K | <0.01% | 0.0% |
| 446 | HM PAYSON#446 · 375 sh | 375 | $15.1K | <0.01% | 0.0% |
| 447 | Accent Capital Management#447 · 347 sh | 347 | $14.1K | <0.01% | New |
| 448 | Glen Eagle Advisors#448 · 346 sh | 346 | $14.0K | <0.01% | -26.5% |
| 449 | Capital Analysts#449 · 314 sh | 314 | $13.0K | <0.01% | -34.2% |
| 450 | DANSKE BANK A/S#450 · 300 sh | 300 | $12.1K | 0.00% | 0.0% |
| 451 | Pinnacle Wealth Planning Services#451 · 265 sh | 265 | $10.7K | <0.01% | -62.3% |
| 452 | Fortitude Family Office#452 · 259 sh | 259 | $10.5K | — | 0.0% |
| 453 | Rosenberg Matthew Hamilton#453 · 257 sh | 257 | $10.4K | — | 0.0% |
| 454 | Quent Capital#454 · 250 sh | 250 | $10.1K | <0.01% | 0.0% |
| 455 | GW&K Investment Management#455 · 239 sh | 239 | $10.0K | <0.01% | New |
| 456 | Dogwood Wealth Management#456 · 229 sh | 229 | $9.2K | <0.01% | 0.0% |
| 457 | Strategic Wealth Partners, Ltd.#457 · 208 sh | 208 | $8.4K | <0.01% | 0.0% |
| 458 | FARMERS & MERCHANTS INVESTMENTS#458 · 195 sh | 195 | $7.9K | — | +2.6% |
| 459 | MEEDER ASSET MANAGEMENT#459 · 190 sh | 190 | $7.7K | <0.01% | New |
| 460 | Basecamp Wealth Advisors#460 · 181 sh | 181 | $7.3K | <0.01% | -60.0% |
| 461 | High Note Wealth#461 · 164 sh | 164 | $6.6K | <0.01% | 0.0% |
| 462 | AMERIFLEX GROUP#462 · 155 sh | 155 | $6.3K | <0.01% | 0.0% |
| 463 | Cape Investment Advisory#463 · 150 sh | 150 | $6.1K | — | New |
| 464 | Sankala Group#464 · 144 sh | 144 | $5.6K | <0.01% | 0.0% |
| 465 | WealthCollab#465 · 116 sh | 116 | $4.7K | <0.01% | -62.5% |
| 466 | Cornerstone Financial Management#466 · 112 sh | 112 | $4.5K | <0.01% | +173.2% |
| 467 | FIRST HORIZON NATIONAL#467 · 100 sh | 100 | $4.0K | — | New |
| 468 | ACTION POINT FINANCIAL PLANNING#468 · 100 sh | 100 | $4.0K | <0.01% | New |
| 469 | Continuum Advisory#469 · 98 sh | 98 | $4.0K | <0.01% | New |
| 470 | Colonial / SC#470 · 88 sh | 88 | $3.6K | <0.01% | 0.0% |
| 471 | Keating Financial Advisory Services#471 · 87 sh | 87 | $3.5K | <0.01% | 0.0% |
| 472 | Physician Wealth Advisors#472 · 85 sh | 85 | $3.4K | — | +2.4% |
| 473 | Retirement Wealth Solutions#473 · 84 sh | 84 | $3.4K | — | 0.0% |
| 474 | TD PRIVATE CLIENT WEALTH#474 · 83 sh | 83 | $3.3K | <0.01% | 0.0% |
| 475 | Private Wealth Asset Management#475 · 77 sh | 77 | $3.1K | <0.01% | 0.0% |
| 476 | SWAN Capital#476 · 70 sh | 70 | $2.8K | <0.01% | +133.3% |
| 477 | Private Wealth Management Group#477 · 67 sh | 67 | $2.7K | — | 0.0% |
| 478 | INVESTMENT COUNSEL OF NEVADA#478 · 66 sh | 66 | $2.7K | <0.01% | New |
| 479 | Kilter Group#479 · 64 sh | 64 | $2.6K | <0.01% | -4.5% |
| 480 | Quarry#480 · 53 sh | 53 | $2.1K | <0.01% | -97.5% |
| 481 | Fulcrum Asset Management LLP#481 · 50 sh | 50 | $2.0K | <0.01% | New |
| 482 | Godfrey Financial Associates#482 · 50 sh | 50 | $2.0K | <0.01% | 0.0% |
| 483 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#483 · 49 sh | 49 | $2.0K | <0.01% | +6.5% |
| 484 | Sachetta#484 · 47 sh | 47 | $1.9K | <0.01% | New |
| 485 | CULLEN/FROST BANKERS#485 · 45 sh | 45 | $1.8K | 0.00% | 0.0% |
| 486 | CENTRAL#486 · 41 sh | 41 | $1.7K | 0.00% | 0.0% |
| 487 | NBC SECURITIES#487 · 40 sh | 40 | $1.6K | — | +14.3% |
| 488 | Prestige Wealth Management Group#488 · 39 sh | 39 | $1.6K | <0.01% | 0.0% |
| 489 | Silver Grove Financial Group#489 · 37 sh | 37 | $1.5K | <0.01% | New |
| 490 | CVA Family Office#490 · 36 sh | 36 | $1.5K | <0.01% | 0.0% |
| 491 | MidFirst Bank#491 · 31 sh | 31 | $1.3K | <0.01% | 0.0% |
| 492 | JPL Wealth Management#492 · 28 sh | 28 | $1.1K | <0.01% | 0.0% |
| 493 | SJS Investment Consulting#493 · 27 sh | 27 | $1.1K | — | New |
| 494 | Rossby Financial, LCC#494 · 26 sh | 26 | $1.0K | <0.01% | -66.2% |
| 495 | CX Institutional#495 · 25 sh | 25 | $1.0K | — | 0.0% |
| 496 | Financial Network Wealth Advisors#496 · 20 sh | 20 | $807.00 | <0.01% | New |
| 497 | MCGUIRE CAPITAL ADVISORS#497 · 20 sh | 20 | $807.00 | <0.01% | -94.5% |
| 498 | Breakwater Investment Management#498 · 17 sh | 17 | $686.00 | — | New |
| 499 | Financial Management Professionals#499 · 16 sh | 16 | $652.00 | — | 0.0% |
| 500 | North Star Investment Management#500 · 15 sh | 15 | $605.00 | 0.00% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.