Signals

← Signals

☆CTRE

449 in-universe funds with a nonzero position in CTRE within the trailing 4 quarters, as of 2025Q3

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-08-06 8-K Item(s) 2.02, 7.01, 9.01
2026-05-21 8-K Item(s) 8.01, 9.01
2026-05-20 8-K Item(s) 8.01, 9.01
2026-05-20 Ownership Dilution filing by CareTrust REIT, Inc. (424B5)
2026-05-18 Ownership Dilution filing by CareTrust REIT, Inc. (424B5)
2026-05-07 8-K Item(s) 2.02, 7.01, 9.01
2026-04-30 8-K Item(s) 5.07
2026-03-02 8-K Item(s) 7.01
2026-02-18 8-K Item(s) 1.01, 9.01
2026-02-18 Ownership Dilution filing by CareTrust REIT, Inc. (424B5)
2026-02-12 8-K Item(s) 2.02, 7.01, 9.01
2026-01-31 Insider BEALE LAUREN (Chief Accounting Officer) disposed via tax withholding ($455,847)
2026-01-31 Insider Callister James (CIO and Secretary) disposed via tax withholding ($1,727,610)
2026-01-31 Insider Callister James (CIO and Secretary) acquired via award
2026-01-31 Insider Sedgwick David M. (President and CEO) disposed via tax withholding ($4,266,991)
2026-01-31 Insider Sedgwick David M. (President and CEO) acquired via award
2026-01-02 Insider BEALE LAUREN (Chief Accounting Officer) acquired via award
2025-12-17 8-K Item(s) 1.01, 8.01, 9.01
2025-11-05 8-K Item(s) 2.02, 7.01, 9.01
2025-08-13 Ownership Dilution filing by CareTrust REIT, Inc. (424B5)
2025-08-12 Ownership Dilution filing by CareTrust REIT, Inc. (424B5)
2025-04-29 Insider Olson Anne acquired via award
2025-04-29 Insider LAING DIANA acquired via award
2025-04-29 Insider Plumb Spencer G acquired via award
2025-04-29 Insider Williams Careina D. acquired via award
2025-01-21 Ownership Dilution filing by CareTrust REIT, Inc. (424B5)
2024-10-31 Ownership Dilution filing by CareTrust REIT, Inc. (424B5)
2024-10-30 Ownership Dilution filing by CareTrust REIT, Inc. (424B5)
2024-08-29 Ownership Dilution filing by CareTrust REIT, Inc. (424B5)
2024-05-06 Ownership Dilution filing by CareTrust REIT, Inc. (424B5)

Flow ranking

Rank#1513
Score / z0.000 / 0.04
Consensus181.59 over 307 funds
Momentumnot computed

Price & positioning

223 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q2
Accrual ratio—
F-score—
M-score—
Net issuance—
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-01-31 BEALE LAUREN F $455,847
2026-01-31 Callister James F $1,727,610
2026-01-31 Callister James A —
2026-01-31 Sedgwick David M. F $4,266,991
2026-01-31 Sedgwick David M. A —
2026-01-02 BEALE LAUREN A —
2025-04-29 Olson Anne A —
2025-04-29 LAING DIANA A —
2025-04-29 Plumb Spencer G A —
2025-04-29 Williams Careina D. A —
Showing the 10 most recent.

8-K events

Negative / total0 / 1
FiledFormItems
2026-08-06 8-K 2.02, 7.01, 9.01
2026-05-21 8-K 8.01, 9.01
2026-05-20 8-K 8.01, 9.01
2026-05-07 8-K 2.02, 7.01, 9.01
2026-04-30 8-K 5.07
2026-03-02 8-K 7.01
2026-02-18 8-K 1.01, 9.01
2026-02-12 8-K 2.02, 7.01, 9.01
2025-12-17 8-K 1.01, 8.01, 9.01
2025-11-05 8-K 2.02, 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 2
FiledFormFiler
2026-05-20 424B5 CareTrust REIT, Inc.
2026-05-18 424B5 CareTrust REIT, Inc.
2026-02-18 424B5 CareTrust REIT, Inc.
2025-08-13 424B5 CareTrust REIT, Inc.
2025-08-12 424B5 CareTrust REIT, Inc.
2025-01-21 424B5 CareTrust REIT, Inc.
2024-10-31 424B5 CareTrust REIT, Inc.
2024-10-30 424B5 CareTrust REIT, Inc.
2024-08-29 424B5 CareTrust REIT, Inc.
2024-05-06 424B5 CareTrust REIT, Inc.
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,387.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 1,143.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 427.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 399.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 362.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 197.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 146.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 121.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 108.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 107.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 97.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 90.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 86.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 77.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 75.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Copeland Capital Management, LLC CIK 0001541743 0.466 265 59.5 1.2% 2 +1.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 59.3 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Zimmer Partners, LP CIK 0001565854 0.202 112 55.1 1.3% 2 +0.9 pp +1.3 pp +1.3 pp +1.3 pp
☆GRS Advisors, LLC CIK 0001544554 0.101 27 53.8 5.0% 2 +2.5 pp +5.0 pp +5.0 pp +5.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 50.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 48.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 47.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 45.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 44.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 42.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 42.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 40.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AEW CAPITAL MANAGEMENT L P CIK 0001046187 0.864 39 38.1 2.1% 2 +0.9 pp +2.1 pp +2.1 pp +2.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 35.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 32.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 31.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 31.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 29.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 28.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tributary Capital Management, LLC CIK 0001441888 0.323 135 26.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 26.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 24.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 24.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 24.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 22.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 22.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 22.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 22.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 21.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 21.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 20.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 19.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 19.8 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 18.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 18.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 16.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 15.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 14.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 14.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 14.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEVEN GRAND MANAGERS, LLC CIK 0001909126 0.028 176 13.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 13.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 13.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 13.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 12.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adelante Capital Management LLC CIK 0001067926 0.754 42 11.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 11.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 11.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 11.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 11.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 11.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 10.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 10.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 10.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 10.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 9.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 9.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 9.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vestcor Inc CIK 0001536925 0.400 1189 8.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 8.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 8.4 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 8.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 8.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 7.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 7.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 7.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 7.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆one8zero8, LLC CIK 0002053138 0.351 265 7.6 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 7.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Capital Partners, LLC CIK 0001595077 0.000 0 7.1 4.6% 2 +1.0 pp +4.6 pp +4.6 pp +4.6 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 6.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 6.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 5.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆STRS OHIO CIK 0000820478 0.777 2154 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 5.5 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Quantbot Technologies LP CIK 0001512991 0.011 1893 5.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lightrock Netherlands B.V. CIK 0002041485 0.383 36 5.1 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 5.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Greenland Capital Management LP CIK 0001896430 0.029 237 4.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAGNON SECURITIES LLC CIK 0001125725 0.312 83 4.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 4.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 4.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GSI Capital Advisors LLC CIK 0001391974 0.275 29 4.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Castellan Group CIK 0001832521 0.901 39 4.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BAILARD, INC. CIK 0000750641 0.578 763 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ CIK 0000923116 0.193 100 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Prudent Man Advisors, LLC CIK 0001817174 0.285 141 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CTRE). Qtrs Held counts distinct quarters this fund has actually held CTRE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CTRE position size. Δ columns are the percentage-point change in CTRE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status