Who owns CTRE (CTRE)
Which tracked institutional funds hold CTRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CTRE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
138 tracked funds added or opened CTRE while 94 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CTRE’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CTRE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CTRE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 488 tracked filers holding CTRE, 269 increased or opened the position and 211 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CTRE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 36
- VANGUARD PORTFOLIO MANAGEMENT LLC$729M
- VANGUARD CAPITAL MANAGEMENT LLC$366M
- VANGUARD FIDUCIARY TRUST CO$53M
- JANE STREET GROUP, LLC$49M
- D. E. Shaw & Co., Inc.$39M
- HRT FINANCIAL LP$36M
Full exits 23
- VANGUARD GROUP INC$1.2B
- Hudson Bay Capital Management LP$34M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30M
- PUBLIC SECTOR PENSION INVESTMENT BOARD$28M
- AEW CAPITAL MANAGEMENT L P$25M
- VIRGINIA RETIREMENT SYSTEMS ET Al$11M
Largest adds
- T. Rowe Price Investment Management, Inc.$263M
- DEUTSCHE BANK AG\$107M
- Qube Research & Technologies Ltd$73M
- Nuveen, LLC$57M
- BANK OF MONTREAL /CAN/$43M
- MILLENNIUM MANAGEMENT LLC$36M
Largest trims
- BlackRock, Inc.$433M
- COHEN & STEERS, INC.$157M
- NORGES BANK$92M
- Invesco Ltd.$52M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$48M
- CITADEL ADVISORS LLC$42M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 29,372,583 | $1.1B | 12.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 19,901,022 | $729M | 8.1% | 2026-Q1 |
| STATE STREET CORP trimmed | 12,035,271 | $446M | 5.0% | 2026-Q1 |
| COHEN & STEERS, INC. trimmed | 11,983,376 | $439M | 4.9% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 11,821,082 | $433M | 4.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 9,998,178 | $366M | 4.1% | 2026-Q1 |
| FMR LLC trimmed | 9,970,457 | $365M | 4.1% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 8,921,095 | $327M | 3.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,981,637 | $256M | 2.9% | 2026-Q1 |
| Nuveen, LLC added | 4,443,341 | $163M | 1.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 4,265,114 | $156M | 1.7% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 3,412,762 | $125M | 1.4% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 3,405,183 | $125M | 1.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,333,252 | $122M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 3,287,791 | $120M | 1.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 2,558,104 | $94M | 1.0% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,137,548 | $78M | 0.9% | 2026-Q1 |
| Invesco Ltd. trimmed | 2,043,535 | $75M | 0.8% | 2026-Q1 |
| Daiwa Securities Group Inc. trimmed | 1,982,935 | $73M | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,943,515 | $71M | 0.8% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,922,120 | $70M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,767,691 | $65M | 0.7% | 2026-Q1 |
| Copeland Capital Management, LLC trimmed | 1,764,855 | $65M | 0.7% | 2026-Q1 |
| Life Cycle Investment Partners Ltd added | 1,622,782 | $59M | 0.7% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 1,594,137 | $58M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,531,157 | $56M | 0.6% | 2026-Q1 |
| Zimmer Partners, LP trimmed | 1,486,155 | $54M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,458,910 | $53M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 1,383,196 | $51M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,331,668 | $49M | 0.5% | 2026-Q1 |
| GRS Advisors, LLC trimmed | 1,314,081 | $48M | 0.5% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 1,228,759 | $45M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,214,974 | $45M | 0.5% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,212,014 | $44M | 0.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,170,767 | $43M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,135,260 | $42M | 0.5% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 1,096,404 | $40M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 1,052,084 | $39M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,031,711 | $38M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 982,982 | $36M | 0.4% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD added | 945,902 | $35M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 931,251 | $34M | 0.4% | 2026-Q1 |
| Gillson Capital LP added | 902,045 | $33M | 0.4% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 850,861 | $31M | 0.3% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 823,799 | $30M | 0.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 789,184 | $29M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 799,441 | $29M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 762,826 | $28M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 721,504 | $26M | 0.3% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 720,000 | $26M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 689,621 | $25M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 687,133 | $25M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 670,955 | $25M | 0.3% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 649,559 | $24M | 0.3% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 617,798 | $23M | 0.3% | 2026-Q1 |
| NORGES BANK trimmed | 794,800 | $23M | 0.3% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 570,098 | $21M | 0.2% | 2026-Q1 |
| APG Asset Management US Inc. new | 547,906 | $20M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 547,997 | $20M | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC added | 522,120 | $19M | 0.2% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 516,677 | $19M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 508,794 | $19M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 504,771 | $18M | 0.2% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 459,775 | $18M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 491,059 | $18M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 491,549 | $18M | 0.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 473,147 | $17M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 441,749 | $16M | 0.2% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 439,552 | $16M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 408,167 | $15M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 386,492 | $14M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 385,077 | $14M | 0.2% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 366,913 | $13M | 0.2% | 2026-Q1 |
| Lighthouse Investment Partners, LLC added | 357,603 | $13M | 0.1% | 2026-Q1 |
| Adelante Capital Management LLC trimmed | 352,462 | $13M | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 352,415 | $13M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 346,910 | $13M | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 333,459 | $12M | 0.1% | 2026-Q1 |
| Allianz Asset Management GmbH added | 327,116 | $12M | 0.1% | 2026-Q1 |
| Lightrock Netherlands B.V. trimmed | 158,727 | $12M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 320,356 | $12M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 318,507 | $12M | 0.1% | 2026-Q1 |
| B&I Capital AG added | 305,900 | $11M | 0.1% | 2026-Q1 |
| RENAISSANCE GROUP LLC added | 298,492 | $11M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 287,069 | $11M | 0.1% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 286,472 | $10M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 283,710 | $10M | 0.1% | 2026-Q1 |
| Flatrock Wealth Partners LLC | 276,651 | $10M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp added | 278,880 | $10M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama new | 273,883 | $10M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 32,699,826 | $1.2B | 13.2% | 2025-Q4 stale |
| Hudson Bay Capital Management LP trimmed | 952,641 | $34M | 0.4% | 2025-Q4 stale |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 835,850 | $30M | 0.3% | 2025-Q4 stale |
| PUBLIC SECTOR PENSION INVESTMENT BOARD trimmed | 772,871 | $28M | 0.3% | 2025-Q4 stale |
| AEW CAPITAL MANAGEMENT L P trimmed | 701,884 | $25M | 0.3% | 2025-Q4 stale |
| SOROS FUND MANAGEMENT LLC added | 525,656 | $18M | 0.2% | 2025-Q3 stale |
| PGGM Investments | 492,976 | $17M | 0.2% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 472,500 | $16M | 0.2% | 2025-Q3 stale |
| SEVEN GRAND MANAGERS, LLC new | 400,000 | $14M | 0.2% | 2025-Q3 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 317,400 | $11M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.