16 institutions reported holding $11.5M of CareTrust REIT Inc (CTRE) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMUNITY TRUST & INVESTMENT CO ($3.5M), Hennion & Walsh Asset Management, Inc. ($3.3M), Pensionfund DSM Netherlands ($1.7M), MOODY NATIONAL BANK TRUST DIVISION ($1.5M), Pensionfund Sabic ($767,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | COMMUNITY TRUST & INVESTMENT CO | $3.5M | 86,574 | Added |
| 2 | Hennion & Walsh Asset Management, Inc. | $3.3M | 82,083 | Added |
| 3 | Pensionfund DSM Netherlands | $1.7M | 41,000 | Hold |
| 4 | MOODY NATIONAL BANK TRUST DIVISION | $1.5M | 38,097 | Added |
| 5 | Pensionfund Sabic | $767,000 | 19,000 | Hold |
| 6 | GAMMA Investing LLC | $362,141 | 8,975 | Trimmed |
| 7 | TRUST POINT INC. | $223,217 | 5,532 | Trimmed |
| 8 | Versant Capital Management, Inc | $70,895 | 1,757 | Trimmed |
| 9 | MassMutual Private Wealth & Trust, FSB | $37,082 | 919 | Added |
| 10 | CoreCap Advisors, LLC | $20,377 | 505 | Trimmed |
| 11 | Dogwood Wealth Management LLC | $9,240 | 229 | Hold |
| 12 | Retirement Wealth Solutions LLC | $3,390 | 84 | Hold |
| 13 | CX Institutional | $1,000 | 25 | Hold |
| 14 | Cedar Mountain Advisors, LLC | $242 | 6 | Hold |
| 15 | EASTERN BANK | $0 | 0 | Exited |
| 16 | MFG WEALTH MANAGEMENT, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30