CTRE — Caretrust Reit Inc Com Institutional Holders · Q3 2026
Who owns Caretrust Reit Inc Com (CTRE)? 13 institutions reported holding $4.94M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Moody National Bank Trust Division ($1.4M), Pensionfund DSM Netherlands ($1.4M), Sound Income Strategies, LLC ($768,853).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MOODY NATIONAL BANK TRUST DIVISION | $1.4M | 39,327 | Added |
| 2 | Pensionfund DSM Netherlands | $1.4M | 38,000 | Trimmed |
| 3 | Sound Income Strategies, LLC | $768,853 | 21,482 | Trimmed |
| 4 | Pensionfund Sabic | $695,000 | 19,000 | Hold |
| 5 | GAMMA Investing LLC | $337,560 | 9,228 | Added |
| 6 | Farther Finance Advisors, LLC | $194,985 | 5,330 | Added |
| 7 | Versant Capital Management, Inc | $72,648 | 1,986 | Added |
| 8 | MassMutual Private Wealth & Trust, FSB | $29,886 | 817 | Trimmed |
| 9 | Rosenberg Matthew Hamilton | $9,401 | 257 | Hold |
| 10 | Retirement Wealth Solutions LLC | $3,000 | 82 | Trimmed |
| 11 | GK Wealth Management LLC | $2,646 | 72 | New |
| 12 | CX Institutional | $1,000 | 25 | Hold |
| 13 | CoreCap Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30