Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Caretrust REIT Inc (CTRE)

485 + Investors. Track Smart Money conviction in CTRE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +26
Streak
8Q ▲
Buyers last Q
57%

Smart Money Signals — CTRE

Based on 488 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added CTRE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
488 hedge funds hold CTRE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+112 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

271 buying207 selling
Last quarter: 271 funds bought or added vs 207 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~78 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 66 → 78 → 81 → 78. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 27% medium ■ 25% new
236 out of 488 hedge funds have held CTRE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

52 → 66 → 78 → 81 → 78 new funds/Q
New funds entering each quarter: 66 → 78 → 81 → 78. A growing number of institutions are discovering CTRE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 55% veterans vs 31% newcomers

■ 55% veterans ■ 14% 1-2yr ■ 31% new
Entry-cohort mix of 492 holders: 270 (55%) are 2+ year veterans, 69 entered 1–2 years ago, and 153 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
59 of 486 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in CTRE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CTRE

In 2026 Q1, 271 hedge funds were net buyers of CTRE (78 opened a new position, 193 added to an existing one), while 207 reduced or exited (155 trimmed, 52 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in CTRE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 488.

Hedge Fund Ownership: CTRE

How many hedge funds hold CTRE — quarterly history vs. share price
Quarterly hedge fund ownership of CTRE vs. share price

Market Analysis: CTRE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CTRE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Caretrust REIT Inc (CTRE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CTRE has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
CTRE
+0.7%
XLRE
+8.2%

CTRE outperformed XLRE by -7.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
CTRE
-10.3%
XLRE
+2.2%

Since the filing became public, CTRE outperformed XLRE by -12.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 3 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: CTRE
485 + Investors

Track Smart Money conviction in CTRE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 485 462 4.98%
13F Shares 229M 228M 0.22%
Total Value $7.42B $8.24B -9.98%
New Positions 78 81 -3
Increased Positions 191 199 -8
Closed Positions 55 52 +3
Reduced Positions 154 129 +25
Total Calls 2 2 -
Total Puts 4 1 300.0%
PUT/CALL Ratio 2.0 0.5 Bearish

Statistics: CTRE

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

485 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CTRE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CTRE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GRS Advisors, LLC 4.76% 1,314,081 $48.2M
2 Waterfront Capital Partners, LLC 4.63% 203,845 $7.1M
3 Flatrock Wealth Partners LLC 4.61% 276,651 $10.2M
4 B&I Capital AG 3.81% 305,900 $11.2M
5 GSI Capital Advisors LLC 3.27% 164,360 $6.0M
6 Lightrock Netherlands B.V. 2.55% 158,727 $12.0M
7 Andrew Hill Investment Advisors, Inc. 2.14% 65,377 $2.4M
8 one8zero8, LLC 1.59% 195,000 $7.1M
9 Capital Square, LLC 1.47% 83,749 $3.2M
10 Copeland Capital Management, LLC 1.44% 1,764,855 $64.7M
11 Zimmer Partners, LP 1.31% 1,486,155 $54.5M
12 Gagnon Securities LLC 1.13% 133,046 $4.9M
13 Sound Income Strategies, LLC 1.11% 617,798 $22.9M
14 Mfg Wealth Management, INC. 1.07% 35,084 $1.3M
15 Washington Growth Strategies LLC 0.97% 40,676 $1.5M
16 Greenland Capital Management LP 0.90% 194,000 $7.1M
17 Uniplan Investment Counsel, Inc. 0.89% 235,719 $8.6M
18 Adelante Capital Management LLC 0.88% 352,462 $12.9M
19 Ibex Wealth Advisors 0.86% 251,393 $9.2M
20 Dockside LLC 0.78% 84,237 $3.1M
21 Truvestments Capital LLC 0.67% 100,708 $3.7M
22 Castellan Group 0.66% 130,179 $4.8M
23 Informed Momentum Co LLC 0.57% 133,954 $4.9M
24 Seelaus Asset Management LLC 0.55% 20,672 $758K
25 Renaissance Group LLC 0.46% 298,492 $10.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Caretrust REIT Inc (CTRE)

What does the Smart Money Trend signal show for CTRE?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added CTRE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CTRE?

Slight buying edge — 57% buying: Last quarter: 271 funds bought or added vs 207 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CTRE holders?

Elite ownership — 43% AUM from top-100 funds: 59 of 486 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in CTRE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CTRE?

48% of holders stayed for 2+ years: 236 out of 488 hedge funds have held CTRE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Caretrust REIT Inc (CTRE) following the 2026 Q1 hedge fund 13F filings?

As of today, CTRE has moved -10.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.2% for the XLRE sector ETF — an outperformance of -12.5%. Since the quarter end (March 31, 2026), CTRE has gained +0.7% vs +8.2% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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