SEC ownership of CareTrust REIT, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001590717.

Comparable stake leader

BlackRock, Inc.

Disclosed value leader

BlackRock, Inc.

Comparable rows

6/50

Latest evidence

30 Jun 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
6 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
30 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001590717
Issuer location
Dana Point, CA

Ownership snapshot

Top shareholders of CareTrust REIT, Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
6/50
Latest evidence
30 Jun 2026
13F 13D/G Lead comparable stake: 15% 44 rows are not safely comparable across share classes. 13D/G row: BlackRock, Inc. Showing 1-8 of 50 holder rows.

Quick read

BlackRock, Inc. leads the comparable SEC ownership view at 15%.

6 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership Top 5
BlackRock, Inc. 15%
VANGUARD PORTFOLIO MANAGEMENT LLC 9%
VANGUARD CAPITAL MANAGEMENT LLC 5.3%
FMR LLC 5.2%
COHEN & STEERS, INC. 4.7%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock, Inc.
13F 13D/G
Company
15%
Reported 13D/G · 31 Mar 2026
$1,643,289,908
40,725,896 shares
— 30 Jun 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
13F 13D/G
Company · Vanguard Portfolio Management
9%
Reported 13D/G · 31 Mar 2026
$843,006,484
20,892,354 shares
— 30 Jun 2026
VANGUARD CAPITAL MANAGEMENT LLC
13D/G 13F
Vanguard Capital Management · Company
5.3%
Reported 13D/G · 31 Mar 2026
$434,729,216
11,861,643 shares
$0 31 Mar 2026
FMR LLC
13F 13D/G
Company
5.2%
Reported 13D/G · 30 Sep 2025
$424,205,416
10,513,145 shares
— 30 Jun 2026
COHEN & STEERS, INC.
13F 13D/G
Company
4.7%
Reported 13D/G · 31 Jul 2026
$514,528,000
12,751,614 shares
— 30 Jun 2026
WELLINGTON MANAGEMENT GROUP LLP
13D/G 13F
Company
4.1%
Reported 13D/G · 30 Jun 2026
$405,473,961
9,700,334 shares
-$111,006,086 30 Jun 2026
STATE STREET CORP
13F
Company
13F
—
denominator unverified
$507,000,967
12,447,546 shares
— 30 Jun 2026
T. Rowe Price Investment Management, Inc.
13F
Company
13F
—
denominator unverified
$408,815,000
10,131,703 shares
— 30 Jun 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

No eligible buy or sell activity is available for this window. No eligible Buy or Sell transactions are available in this dataset since 21 Oct 2025.

Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-11 of 11 reporting-owner rows connected to CareTrust REIT, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
11
Largest Forms 3/4/5 holder
Gregory K. Stapley
Net 12M change
$0
Latest report
31 Jan 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Gregory K. Stapley Director $29,162,389 Mixed 02 Jan 2026
David M. Sedgwick President and CEO $16,097,610 Mixed 31 Jan 2026
William M. Wagner CFO and Treasurer $7,698,833 Mixed 31 Jan 2025
James Callister CIO and Secretary $4,396,785 Mixed 31 Jan 2026
Mark D. Lamb Chief Investment Officer $4,160,966 Mixed 11 Feb 2022
Lauren Beale Chief Accounting Officer $2,614,024 Mixed 31 Jan 2026
Spencer G. Plumb Director $1,308,306 Mixed 02 Jan 2026
Diana M. Laing Director $1,050,915 Mixed 02 Jan 2026
Anne Olson Director $661,769 Mixed 02 Jan 2026
Careina D. Williams Director $661,769 Mixed 02 Jan 2026
Derek J. Bunker CFO and Treasurer Mixed 02 Jan 2026

Recent insider transactions for CareTrust REIT, Inc.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Lauren Beale CTRE Common Stock Tax liability -14.8% -12,208 70,006 31 Jan 2026 Direct
James Callister CTRE Common Stock Tax liability -28.2% -46,267 117,750 31 Jan 2026 Direct
James Callister CTRE Common Stock Award 55.3% 58,379 164,017 31 Jan 2026 Direct
David M. Sedgwick CTRE Common Stock Tax liability -21% -114,274 431,109 31 Jan 2026 Direct
David M. Sedgwick CTRE Common Stock Award 22.2% 99,240 545,383 31 Jan 2026 Direct
Gregory K. Stapley CTRE LTIP Units Award 5,781 5,781 02 Jan 2026 Direct
Careina D. Williams CTRE LTIP Units Award 3,105 3,105 02 Jan 2026 Direct
Spencer G. Plumb CTRE LTIP Units Award 5,781 5,781 02 Jan 2026 Direct
Anne Olson CTRE LTIP Units Award 3,105 3,105 02 Jan 2026 Direct
Diana Laing CTRE LTIP Units Award 3,105 3,105 02 Jan 2026 Direct
Lauren Beale CTRE Common Stock Award 15.7% 11,133 82,214 02 Jan 2026 Direct
Derek J. Bunker CTRE LTIP Units Award 11,145 11,145 02 Jan 2026 Direct
James Callister CTRE LTIP Units Award 23,838 23,838 02 Jan 2026 Direct
David M. Sedgwick CTRE LTIP Units Award 73,821 73,821 02 Jan 2026 Direct
* marks a reported price that did not pass the local price check.
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