Institutional Ownership Care Trust Reit, Inc. (CTRE)
This table provides information about the institutional ownership of Care Trust Reit, Inc. (CTRE). We have compiled data on the 432 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $5.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
99
shares
|
$3,356
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
93
shares
|
$3,152
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
90
shares
|
$3,051
0.0% of portfolio
|
Q1 2025
Added 32.35%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
90
shares
|
$3,051
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
84
shares
|
$2,847
0.0% of portfolio
|
Q1 2021
Reduced 33.33%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
77
shares
|
$2,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
69
shares
|
$2,339
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
66
shares
|
$2,237
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
56
shares
|
$1,898
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
50
shares
|
$1,695
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
42
shares
|
$1,423
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
40
shares
|
$1,356
0.0% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
37
shares
|
$1,254
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
36
shares
|
$1,220
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
32
shares
|
$1,084
0.0% of portfolio
|
Q2 2025
Reduced 98.05%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
27
shares
|
$915
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
21
shares
|
$711
0.0% of portfolio
|
Q2 2025
Reduced 16.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
20
shares
|
$678
0.0% of portfolio
|
Q2 2022
Reduced 60.0%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
17
shares
|
$576
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
16
shares
|
$542
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
13
shares
|
$440
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
11
shares
|
$372
0.0% of portfolio
|
Q3 2024
Reduced 47.62%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
10
shares
|
$339
0.0% of portfolio
|
Q4 2024
Reduced 99.45%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
8
shares
|
$271
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|