Signals

← Signals

☆CTRE

496 in-universe funds with a nonzero position in CTRE within the trailing 4 quarters, as of 2025Q4

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#1537
Score / z0.000 / 0.03
Consensus175.90 over 295 funds
Momentumnot computed

Price & positioning

224 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)
–
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 1,509.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 1,199.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 453.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 446.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 387.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 220.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 160.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 126.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 118.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 114.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 105.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 99.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 93.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 87.9 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 87.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 73.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 73.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Copeland Capital Management, LLC CIK 0001541743 0.466 265 65.2 1.5% 3 +0.2 pp +1.2 pp +1.5 pp +1.5 pp
☆Zimmer Partners, LP CIK 0001565854 0.202 112 63.7 1.7% 3 +0.3 pp +1.2 pp +1.7 pp +1.7 pp
☆GRS Advisors, LLC CIK 0001544554 0.101 27 60.0 5.4% 3 +0.3 pp +2.8 pp +5.4 pp +5.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 56.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 55.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 51.9 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 48.0 0.0% 3 +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 47.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 47.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 44.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 38.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 37.7 0.0% 3 +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 36.2 0.0% 4 +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 34.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 34.4 0.2% 3 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 33.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 32.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 32.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 30.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 28.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 28.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 27.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 27.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AEW CAPITAL MANAGEMENT L P CIK 0001046187 0.864 39 25.4 1.8% 3 -0.3 pp +0.6 pp +1.8 pp +1.8 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 25.3 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 23.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 23.5 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 22.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 22.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 19.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 19.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 18.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 17.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 17.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 17.1 0.0% 3 +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 16.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gillson Capital LP CIK 0001698055 0.068 80 16.7 1.1% 1 +1.1 pp -0.6 pp +1.1 pp +1.1 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 16.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 15.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 15.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 15.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adelante Capital Management LLC CIK 0001067926 0.754 42 14.2 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 14.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 13.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 13.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 12.5 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 12.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 12.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 11.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 11.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 11.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lightrock Netherlands B.V. CIK 0002041485 0.383 36 11.1 2.3% 3 +1.0 pp +0.8 pp +2.3 pp +2.3 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 11.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B&I Capital AG CIK 0001843527 0.000 28 11.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Tributary Capital Management, LLC CIK 0001441888 0.323 135 9.9 1.0% 3 -0.3 pp -0.3 pp +1.0 pp +1.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 9.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 9.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 9.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 8.9 0.4% 3 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 8.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 8.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 8.4 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 8.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 8.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 7.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 7.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆one8zero8, LLC CIK 0002053138 0.351 265 7.4 1.6% 3 -0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 7.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 7.0 0.7% 3 +0.2 pp +0.4 pp +0.7 pp +0.7 pp
☆Vestcor Inc CIK 0001536925 0.400 1189 6.5 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 6.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 5.9 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenland Capital Management LP CIK 0001896430 0.029 237 5.4 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 5.3 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 5.1 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 5.1 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 4.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GAGNON SECURITIES LLC CIK 0001125725 0.312 83 4.8 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 4.7 0.0% 3 +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 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GSI Capital Advisors LLC CIK 0001391974 0.275 29 4.6 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 4.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 4.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Castellan Group CIK 0001832521 0.901 39 4.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 4.2 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.020 253 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆M&G Plc CIK 0001802539 0.820 370 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆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
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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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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