Public record / Tickers / CTRE

CTRE — CareTrust REIT, Inc.

Both disclosure regimes on one name: who in Congress filed about CTRE, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
1
all PTR rows naming CTRE
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2023-08-13
13F holders
424
top-424 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $1.0K–$15.0K

Sale · traded 2023-07-12 → filed 2023-08-13. Ranked over every CTRE row by the provable lower bound, never a point estimate.

No member disclosed CTRE in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated CTRE rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CTRE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CTRE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-12 +32d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 1 ↗

Members active in CTRE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed CTRE in the trailing 12 months.

Congress ↔ notable managers · CTRE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $375K held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CARETRUST REIT INC

Merged timeline of congressional filings and notable-manager moves on CTRE
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fnew+10,239 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of CTRE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.3B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$729M1
3STATE STREET CORP$446M1
4WELLINGTON MANAGEMENT GROUP LLP$433M1
5FMR LLC$368M1
6VANGUARD CAPITAL MANAGEMENT LLC$366M1
7GEODE CAPITAL MANAGEMENT, LLC$256M1
8Nuveen, LLC$163M1
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC$156M1
10DEUTSCHE BANK AG\$125M1
11Qube Research & Technologies Ltd$125M1
12DIMENSIONAL FUND ADVISORS LP$122M1
13NORTHERN TRUST CORP$120M1
14Bank of New York Mellon Corp$93.8M1
15Invesco Ltd.$89.6M1
16AMERICAN CENTURY COMPANIES INC$78.3M1
17Daiwa Securities Group Inc.$72.7M1
18MORGAN STANLEY$71.2M1
19RAYMOND JAMES FINANCIAL INC$64.8M1
20Copeland Capital Management, LLC$64.7M1
21Alyeska Investment Group, L.P.$58.4M1
22Zimmer Partners, LP$54.5M1
23VANGUARD FIDUCIARY TRUST CO$53.5M1
24CITADEL ADVISORS LLC$50.7M1
25JANE STREET GROUP, LLC$48.8M1
26GRS Advisors, LLC$48.2M1
27BANK OF MONTREAL /CAN/$45.0M1
28BANK OF AMERICA CORP /DE/$44.5M1
29Legal & General Group Plc$44.4M1
30MILLENNIUM MANAGEMENT LLC$42.9M1
31SCHRODER INVESTMENT MANAGEMENT GROUP$39.8M1
32D. E. Shaw & Co., Inc.$38.6M1
33TWO SIGMA INVESTMENTS, LP$37.8M1
34ROYAL LONDON ASSET MANAGEMENT LTD$34.7M1
35UBS Group AG$34.1M1
36MACKENZIE FINANCIAL CORP$30.2M1
37VICTORY CAPITAL MANAGEMENT INC$28.9M1
38ALLIANCEBERNSTEIN L.P.$28.9M1
39BALYASNY ASSET MANAGEMENT L.P.$28.0M1
40PRINCIPAL FINANCIAL GROUP INC$26.4M1
41ADAGE CAPITAL PARTNERS GP, L.L.C.$26.4M1
42SEI INVESTMENTS CO$25.3M1
43SUSQUEHANNA INTERNATIONAL GROUP, LLP$24.6M1
44Allspring Global Investments Holdings, LLC$24.1M1
45Universal- Beteiligungs- und Servicegesellschaft mbH$20.9M1
46APG Asset Management US Inc.$20.3M1
47FIRST TRUST ADVISORS LP$20.1M1
48AMERIPRISE FINANCIAL INC$18.7M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$18.5M1
50ENVESTNET ASSET MANAGEMENT INC$18.0M1
51MASSACHUSETTS FINANCIAL SERVICES CO /MA/$17.3M1
52Swiss National Bank$16.2M1
53Pictet Asset Management Holding SA$16.1M1
54HSBC HOLDINGS PLC$15.0M1
55NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$14.2M1
56VOYA INVESTMENT MANAGEMENT LLC$14.1M1
57Asset Management One Co., Ltd.$13.4M1
58Lighthouse Investment Partners, LLC$13.1M1
59Adelante Capital Management LLC$12.9M1
60Connor, Clark & Lunn Investment Management Ltd.$12.9M1
61NOMURA ASSET MANAGEMENT CO LTD$12.7M1
62Susquehanna Portfolio Strategies, LLC$12.2M1
63Allianz Asset Management GmbH$12.0M1
64PRUDENTIAL FINANCIAL INC$11.7M1
65Point72 Asset Management, L.P.$11.7M1
66B&I Capital AG$11.2M1
67RENAISSANCE GROUP LLC$10.9M1
68CITIGROUP INC$10.5M1
69BOOTHBAY FUND MANAGEMENT, LLC$10.5M1
70WELLS FARGO & COMPANY/MN$10.4M1
71Flatrock Wealth Partners LLC$10.2M1
72Mitsubishi UFJ Trust & Banking Corp$10.2M1
73Retirement Systems of Alabama$10.0M1
74Steward Partners Investment Advisory, LLC$9.7M1
75PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$9.6M1
76MACQUARIE GROUP LTD$9.5M1
77MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.3M1
78GUGGENHEIM CAPITAL LLC$9.3M1
79Beacon Pointe Advisors, LLC$9.1M1
80Sumitomo Mitsui Trust Group, Inc.$8.9M1
81Uniplan Investment Counsel, Inc.$8.6M1
82MetLife Investment Management, LLC$8.6M1
83Squarepoint Ops LLC$8.2M1
84STATE OF WISCONSIN INVESTMENT BOARD$7.9M1
85FRANKLIN RESOURCES INC$7.7M1
86VANGUARD ASSET MANAGEMENT, Ltd$7.6M1
87Vanguard Investments Australia, Ltd.$7.5M1
88ProShare Advisors LLC$7.2M1
89one8zero8, LLC$7.1M1
90Greenland Capital Management LP$7.1M1
91Zurcher Kantonalbank (Zurich Cantonalbank)$6.7M1
92Mitsubishi UFJ Asset Management Co., Ltd.$6.6M1
93LPL Financial LLC$6.5M1
94MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.3M1
95TD ASSET MANAGEMENT INC$6.2M1
96GSI Capital Advisors LLC$6.0M1
97ROYAL BANK OF CANADA$5.8M1
98COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.8M1
99XTX Topco Ltd$5.2M1
100Resona Asset Management Co.,Ltd.$5.0M1
101Amundi$5.0M1
102GAGNON SECURITIES LLC$4.9M1
103CREDIT AGRICOLE S A$4.8M1
104Castellan Group$4.8M1
105Quantinno Capital Management LP$4.3M1
106LAZARD ASSET MANAGEMENT LLC$4.2M1
107STOREBRAND ASSET MANAGEMENT AS$4.2M1
108MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.9M1
109Creative Planning$3.7M1
110Truvestments Capital LLC$3.7M1
111Janus Henderson Group Ltd.$3.7M1
112STIFEL FINANCIAL CORP$3.6M1
113Corient Private Wealth LLC$3.5M1
114Vanguard Global Advisers, LLC$3.3M1
115OSAIC HOLDINGS, INC.$3.2M1
116Aberdeen Group plc$3.2M1
117FIL Ltd$3.0M1
118Quantbot Technologies LP$2.9M1
119BENJAMIN EDWARDS INC$2.9M1
120CPC Advisors, LLC$2.7M1
121Y-Intercept (Hong Kong) Ltd$2.7M1
122Cetera Investment Advisers$2.7M1
123NEW YORK STATE COMMON RETIREMENT FUND$2.7M1
124BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.7M1
125Hennion & Walsh Asset Management, Inc.$2.7M1
126Brooklyn Investment Group$2.6M1
127AQR CAPITAL MANAGEMENT LLC$2.5M1
128MARTINGALE ASSET MANAGEMENT L P$2.4M1
129State of New Jersey Common Pension Fund D$2.4M1
130LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.4M1
131Andrew Hill Investment Advisors, Inc.$2.4M1
132COZAD ASSET MANAGEMENT INC$2.3M1
133Arizona State Retirement System$2.2M1
134Verition Fund Management LLC$2.2M1
135Ameritas Investment Partners, Inc.$2.2M1
136Ensign Peak Advisors, Inc$2.2M1
137INTECH INVESTMENT MANAGEMENT LLC$2.2M1
138Metis Global Partners, LLC$2.1M1
139Sumitomo Mitsui DS Asset Management Company, Ltd$2.1M1
140Advisors Asset Management, Inc.$2.1M1
141KLP KAPITALFORVALTNING AS$2.0M1
142Schonfeld Strategic Advisors LLC$2.0M1
143STATE OF MICHIGAN RETIREMENT SYSTEM$2.0M1
144NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.8M1
145WealthShield Partners, LLC$1.8M1
146JENNISON ASSOCIATES LLC$1.8M1
147Kestra Advisory Services, LLC$1.8M1
148UniSuper Management Pty Ltd$1.7M1
149OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.7M1
150ASSETMARK, INC$1.6M1
151Cerity Partners LLC$1.6M1
152Graham Capital Management, L.P.$1.6M1
153Quadrature Capital Ltd$1.6M1
154D.A. DAVIDSON & CO.$1.5M1
155HighTower Advisors, LLC$1.5M1
156WASHINGTON GROWTH STRATEGIES LLC$1.5M1
157TRUST CO OF TOLEDO NA /OH/$1.5M1
158Federation des caisses Desjardins du Quebec$1.5M1
159New Age Alpha Advisors, LLC$1.5M1
160Edgestream Partners, L.P.$1.4M1
161Vanguard Personalized Indexing Management, LLC$1.4M1
162Ascentis Independent Advisors$1.4M1
163NewEdge Advisors, LLC$1.4M1
164IFM Investors Pty Ltd$1.3M1
165EVERGREEN CAPITAL MANAGEMENT LLC$1.3M1
166NISSAY ASSET MANAGEMENT CORP /JAPAN$1.3M1
167MFG WEALTH MANAGEMENT, INC.$1.3M1
168MML INVESTORS SERVICES, LLC$1.2M1
169Moran Wealth Management, LLC$1.2M1
170XPONANCE LLC$1.2M1
171De Lisle Partners LLP$1.1M1
172Vanderbilt University$1.1M1
173Taproot Management LP$1.1M1
174NewSquare Capital LLC$1.1M1
175ExodusPoint Capital Management, LP$1.1M1
176STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.0M1
177NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.0M1
178KESTRA PRIVATE WEALTH SERVICES, LLC$1.0M1
179Tower Research Capital LLC (TRC)$989K1
180Legacy Bridge, LLC$956K1
181MOODY NATIONAL BANK TRUST DIVISION$942K1
182TEACHER RETIREMENT SYSTEM OF TEXAS$938K1
183M&T BANK CORP$921K1
184Diametric Capital, LP$899K1
185INCEPTIONR LLC$882K1
186Inspire Investing, LLC$870K1
187Militia Capital Management LLC$858K1
188MERCER GLOBAL ADVISORS INC /ADV$846K1
189Concurrent Investment Advisors, LLC$801K1
190GeoWealth Management, LLC$779K1
191World Investment Advisors$769K1
192Seelaus Asset Management LLC$758K1
193Vise Technologies, Inc.$751K1
194COMMONWEALTH EQUITY SERVICES, LLC$724K1
195NISA INVESTMENT ADVISORS, LLC$703K1
196Eurizon Capital SGR S.p.A.$701K1
197WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$685K1
198Tidal Investments LLC$674K1
199FOUNDATIONS INVESTMENT ADVISORS, LLC$662K1
200TWO SIGMA SECURITIES, LLC$661K1
201FEDERATED HERMES, INC.$631K1
202Envestnet Portfolio Solutions, Inc.$624K1
203MILESTONE ASSET MANAGEMENT, LLC$619K1
204Atom Investors LP$617K1
205Cambria Investment Management, L.P.$613K1
206SECURIAN ASSET MANAGEMENT, INC$604K1
207FIRST CITIZENS BANK & TRUST CO$599K1
208Balance Wealth Partners LLC$588K1
209MBM WEALTH CONSULTANTS, LLC$588K1
210PRELUDE CAPITAL MANAGEMENT, LLC$588K1
211TRUIST FINANCIAL CORP$578K1
212&PARTNERS$574K1
213Groupe la Francaise$571K1
214Pathstone Holdings, LLC$570K1
215CWM, LLC$566K1
216ANGELES WEALTH MANAGEMENT, LLC$566K1
217Keebeck Wealth Management$563K1
218O'SHAUGHNESSY ASSET MANAGEMENT, LLC$556K1
219MQS Management LLC$549K1
220Sanctuary Advisors, LLC$544K1
221Snowden Capital Advisors LLC$535K1
222Lido Advisors, LLC$533K1
223ELEVATION POINT WEALTH PARTNERS, LLC$523K1
224Swiss Life Asset Management Ltd$498K1
225BNP Paribas Asset Management Holding S.A.$497K1
226MANGROVE PARTNERS IM, LLC$462K1
227Ballentine Partners, LLC$454K1
228CIBC Bancorp USA Inc.$447K1
229QUADRANT CAPITAL GROUP LLC$441K1
230COHEN & STEERS, INC.$439K1
231Abel Hall, LLC$437K1
232EntryPoint Capital, LLC$433K1
233MAI Capital Management$410K1
234BARD ASSOCIATES INC$400K1
235Mirae Asset Global Investments Co., Ltd.$400K1
236Values First Advisors, Inc.$400K1
237TOCQUEVILLE ASSET MANAGEMENT L.P.$399K1
238OPPENHEIMER ASSET MANAGEMENT INC.$376K1
239Gotham Asset Management, LLC$375K1
240DnB Asset Management AS$365K1
241Ethic Inc.$364K1
242XML Financial, LLC$363K1
243Norinchukin Bank, The$363K1
244COLDSTREAM CAPITAL MANAGEMENT INC$361K1
245PRINCIPAL SECURITIES, INC.$360K1
246MGO ONE SEVEN LLC$360K1
247Rockefeller Capital Management L.P.$359K1
248OFI INVEST ASSET MANAGEMENT$359K1
249PROFUND ADVISORS LLC$352K1
250JUPITER ASSET MANAGEMENT LTD$350K1
251RFG Advisory, LLC$340K1
252Hillsdale Investment Management Inc.$339K1
253EASTERLY INVESTMENT PARTNERS LLC$339K1
254Impact Investors, Inc$327K1
255EP Wealth Advisors, LLC$317K1
256Legato Capital Management LLC$314K1
257Integrated Quantitative Investments LLC$314K1
258TWINBEECH CAPITAL LP$312K1
259Vident Advisory, LLC$307K1
260BLAIR WILLIAM & CO/IL$306K1
261Pasadena Private Wealth, LLC$305K1
262UNITED CAPITAL FINANCIAL ADVISORS, LLC$299K1
263Fund Advisors of America Inc/FL$296K1
264South Shore Capital Advisors$293K1
265Savvy Advisors, Inc.$291K1
266SHELTON CAPITAL MANAGEMENT$286K1
267Wealth Quarterback LLC$286K1
268FIFTH THIRD BANCORP$283K1
269Callan Family Office, LLC$281K1
270SILVER OAK SECURITIES, INCORPORATED$274K1
271HANCOCK WHITNEY CORP$271K1
272PEAK6 LLC$269K1
273JAMES INVESTMENT RESEARCH, INC.$265K1
274Sequoia Financial Advisors, LLC$259K1
275ADVISORTRUST PARTNERS, LLC$258K1
276GREENWOOD CAPITAL ASSOCIATES LLC$256K1
277JOURNEY STRATEGIC WEALTH LLC$255K1
278Sterling Capital Management LLC$253K1
279CIBC Asset Management Inc$252K1
280PERSONAL CFO SOLUTIONS, LLC$249K1
281Caitlin John, LLC$248K1
282Ameritas Advisory Services, LLC$231K1
283CHOREO, LLC$222K1
284US BANCORP \DE\$215K1
285EXCHANGE TRADED CONCEPTS, LLC$185K1
286Smartleaf Asset Management LLC$156K1
287SIGNATUREFD, LLC$148K1
288UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$147K1
289SUMMER ROAD LLC$137K1
290Allworth Financial LP$125K1
291Key Capital Management, INC$101K1
292Caitong International Asset Management Co., Ltd$96.7K1
293Transamerica Financial Advisors, LLC$96.6K1
294PRIVATE TRUST CO NA$76.9K1
295Quarry LP$76.4K1
296UMB Bank, n.a.$74.0K1
297Kemnay Advisory Services Inc.$60.0K1
298Trask Adam Roland$55.0K1
299Crewe Advisors LLC$53.0K1
300Heritage Wealth Advisors$45.8K1
301Signature Equity Partners, LLC$45.5K1
302Advantage Trust Co$40.3K1
303HRT FINANCIAL LP$36.0K1
304Gillson Capital LP$33.1K1
305Pinnacle Wealth Planning Services, Inc.$25.7K1
306Acumen Wealth Advisors, LLC$23.3K1
307Clearstead Advisors, LLC$23.2K1
308Spire Wealth Management$22.7K1
309NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$21.7K1
310Aster Capital Management (DIFC) Ltd$20.2K1
311Bell Investment Advisors, Inc$19.4K1
312ALGERT GLOBAL LLC$18.9K1
313USA FINANCIAL FORMULAS$18.4K1
314Scarborough Advisors, LLC$18.4K1
315CANADA LIFE ASSURANCE Co$18.0K1
316Glen Eagle Advisors, LLC$17.3K1
317Destiny Wealth Partners, LLC$16.1K1
318Parkside Financial Bank & Trust$16.1K1
319Financial Freedom, LLC$15.6K1
320HM PAYSON & CO$13.7K1
321MCGUIRE CAPITAL ADVISORS INC$13.3K1
322EASTERN BANK$11.7K1
323Optiver Holding B.V.$11.6K1
324Annis Gardner Whiting Capital Advisors, LLC$11.6K1
325WealthCollab, LLC$11.3K1
326DANSKE BANK A/S$11.0K1
327Signature Resources Capital Management, LLC$8.8K1
328Dogwood Wealth Management LLC$8.4K1
329NEW YORK STATE TEACHERS RETIREMENT SYSTEM$8.3K1
330Arax Advisory Partners$7.5K1
331Key FInancial Inc$7.1K1
332FARMERS & MERCHANTS INVESTMENTS INC$7.0K1
333Vestcor Inc$5.8K1
334State of Alaska, Department of Revenue$5.7K1
335AMERIFLEX GROUP, INC.$5.7K1
336TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$5.5K1
337Hamrick Investment Counsel, llc$5.4K1
338VAN ECK ASSOCIATES CORP$4.6K1
339THRIVENT FINANCIAL FOR LUTHERANS$3.8K1
340FINANCIAL CONSULATE, INC$3.7K1
341AMALGAMATED BANK$3.5K1
342DekaBank Deutsche Girozentrale$3.4K1
343Keating Financial Advisory Services, Inc.$3.2K1
344Retirement Wealth Solutions LLC$3.1K1
345Physician Wealth Advisors, Inc.$3.0K1
346Private Wealth Management Group, LLC$2.5K1
347Kilter Group LLC$2.5K1
348NATIXIS ADVISORS, LLC$2.3K1
349Jackson Creek Investment Advisors LLC$2.1K1
350Godfrey Financial Associates, Inc.$1.8K1
351ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.7K1
352CENTRAL TRUST Co$1.5K1
353Prestige Wealth Management Group LLC$1.4K1
354PICTON MAHONEY ASSET MANAGEMENT$1.4K1
355CVA Family Office, LLC$1.3K1
356MidFirst Bank$1.1K1
357VALICENTI ADVISORY SERVICES INC$1.1K1
358SWAN Capital LLC$1.1K1
359JPL Wealth Management, LLC$1.0K1
360Summit Global Investments$9581
361GSA CAPITAL PARTNERS LLP$8811
362HARBOR CAPITAL ADVISORS, INC.$8421
363PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$7991
364True Wealth Design, LLC$5871
365TD Capital Management LLC$3741
366Founders Capital Management$3121
367Virtu Financial LLC$2881
368KBC Group NV$2681
369PARK AVENUE SECURITIES LLC$2251
370GHP Investment Advisors, Inc.$1471
371American Capital Advisory, LLC$1471
372Centerpoint Advisors, LLC$221
373Capital Analysts, LLC$171
374Smithfield Trust Co$151
375Avion Wealth$01
376FIRST NATIONAL BANK OF OMAHA$01
377VANGUARD GROUP INC$01
378BARCLAYS PLC$01
379HARBOUR INVESTMENTS, INC.$01
380VIRGINIA RETIREMENT SYSTEMS ET Al$01
381AEW CAPITAL MANAGEMENT L P$01
382CIBC WORLD MARKETS CORP$01
383CANADA PENSION PLAN INVESTMENT BOARD$01
384CIBC Private Wealth Group LLC$01
385NORGES BANK$01
386Hudson Bay Capital Management LP$01
387Marquette Asset Management, LLC$01
388PUBLIC SECTOR PENSION INVESTMENT BOARD$01
389Tributary Capital Management, LLC$01
390SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$01
391TWO SIGMA ADVISERS, LP$01
392BANQUE PICTET & CIE SA$01
393Prospera Financial Services Inc$01
394Illinois Municipal Retirement Fund$01
395VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
396Empowered Funds, LLC$01
397Advisors Preferred, LLC$01
398WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$01
399Perpetual Ltd$01
400McIlrath & Eck, LLC$01
401Monument Capital Management$01
402Larson Financial Group LLC$01
403Global Retirement Partners, LLC$01
404Salomon & Ludwin, LLC$01
405SAGE RHINO CAPITAL LLC$01
406Maryland State Retirement & Pension System$01
407CBIZ Investment Advisory Services, LLC$01
408West Financial Advisors, LLC$01
409Coppell Advisory Solutions LLC$01
410Sandia Investment Management LP$01
411AlphaQuest LLC$01
412SageView Advisory Group, LLC$01
413Cape Investment Advisory, Inc.$01
414Dunhill Financial, LLC$01
415Abound Wealth Management$01
416Ausbil Investment Management Ltd$01
417QSV Equity Investors LLC$01
418TRAPHAGEN INVESTMENT ADVISORS LLC$01
419Ankerstar Wealth, LLC$01
420GILPIN WEALTH MANAGEMENT, LLC$01
421OPTIMA CAPITAL LLC$01
422Dockside LLC$01
423VARCOV Co.$01
424Greenline Wealth Management LLC$01
Truncated by Public Filings. The published aggregate ranks the top 424 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CTRE

RETAINED WINDOW · ACTIVE HITS

Zero hits on CTRE in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for CTRE · financials and macro

Financials — as filed PLANNED

CTRE's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CTRE on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing