Who owns CareTrust REIT Inc, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
Wellington Management Group LLP: 4.1% · 9,700,334 shares — Wellington Group Holdings LLP: 4.1% · 9,700,334 shares — Wellington Investment Advisors Holdings LLP: 4.1% · 9,700,334 shares
Cohen & Steers, Inc.: 4.7% · 11,036,150 shares — Cohen & Steers Capital Management, Inc.: 4.7% · 10,999,704 shares — Cohen & Steers UK Limited: 0.0% · 10,271 shares
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Sign up freeEvery institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of CareTrust REIT Inc they hold. Together these 605 managers report 122.58% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.64B | 40,725,896 | 0.02% | 17.24% | June 30, 2026 |
| VANGUARD GROUP INC | $1.2B | 33,184,181 | 0.02% | 14.04% | December 31, 2025 |
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Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together the 500 largest funds we checked hold 60.77% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | $482M | 0.55% | 5.64% | December 31, 2025 |
| VANGUARD REAL ESTATE INDEX FUND | $327M | 0.47% | 3.51% | April 30, 2026 |
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