• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G/A filed by CareTrust REIT Inc. (Amendment)

    2/13/24 5:00:59 PM ET
    $CTRE
    Real Estate Investment Trusts
    Real Estate
    Get the next $CTRE alert in real time by email
    SC 13G/A 1 tv0532-caretrustreitinc.htm SCHEDULE 13G/A caretrustreitinc

    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549

    Schedule 13G

    Under the Securities Exchange Act of 1934
    (Amendment No.: 10)*

    Name of issuer:  CareTrust REIT Inc

    Title of Class of Securities:  Common Stock

    CUSIP Number:  14174T107

    Date of Event Which Requires Filing of this Statement: December 29, 2023

    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

    ☒ Rule 13d-1(b)

    ☐ Rule 13d-1(c)

    ☐ Rule 13d-1(d)

    *The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

    The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

    (Continued on the following page(s))

     

     

    13G

    CUSIP No.:  14174T107

    1.  NAME OF REPORTING PERSON
    I.R.S. IDENTIFICATION NO. OF ABOVE PERSON

    The Vanguard Group - 23-1945930

    2.  CHECK THE APPROPRIATE [LINE] IF A MEMBER OF A GROUP

    A. 

    B.  X

    3.  SEC USE ONLY

    4.  CITIZENSHIP OF PLACE OF ORGANIZATION

    Pennsylvania

    (For questions 5-8, report the number of shares beneficially owned by each reporting person with:)

    5.  SOLE VOTING POWER

    0

    6.  SHARED VOTING POWER

    159,480

    7.  SOLE DISPOSITIVE POWER

    17,621,431

    8.  SHARED DISPOSITIVE POWER

    269,475

    9.  AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

    17,890,906

    10.  CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES

    N/A

    11.  PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

    15.02%

    12.  TYPE OF REPORTING PERSON

    IA

     

     

    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549

    Schedule 13G
    Under the Securities Act of 1934

    Item 1(a) - Name of Issuer:

    CareTrust REIT Inc

    Item 1(b) - Address of Issuer's Principal Executive Offices:

    905 Calle Amanecer, Suite 300
    San Clemente, CA 92673

    Item 2(a) - Name of Person Filing:

    The Vanguard Group - 23-1945930

    Item 2(b) – Address of Principal Business Office or, if none, residence:

    100 Vanguard Blvd.
    Malvern, PA 19355

    Item 2(c) – Citizenship:

    Pennsylvania

    Item 2(d) - Title of Class of Securities:

    Common Stock

    Item 2(e) - CUSIP Number

    14174T107

    Item 3 - Type of Filing:

    This statement is being filed pursuant to Rule 13d-1.  An investment adviser in accordance with §240.13d-1(b)(1)(ii)(E).

    Item 4 - Ownership:

      (a) Amount Beneficially Owned:

      (b) Percent of Class:

     

     

    (c)  Number of shares as to which such person has:

    (i)  sole power to vote or direct to vote:  

    (ii)  shared power to vote or direct to vote:  

    (iii)  sole power to dispose of or to direct the disposition of:  

    (iv)  shared power to dispose or to direct the disposition of:  

    Comments:

    The responses to questions 5 through 9 and 11 on the cover page(s) are incorporated by reference into this Item 4.  

    Item 5 - Ownership of Five Percent or Less of a Class:

    If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than 5 percent of the class of securities, check the following ☐

    Item 6 - Ownership of More Than Five Percent on Behalf of Another Person:

    The Vanguard Group, Inc.'s clients, including investment companies registered under the Investment Company Act of 1940 and other managed accounts, have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the securities reported herein.

    No one other person's interest in the securities reported herein is more than 5%.

    Item 7 - Identification and Classification of the Subsidiary Which Acquired The Security Being Reported on by the Parent Holding Company:

    Not applicable

    Item 8 - Identification and Classification of Members of Group:

    Not applicable

    Item 9 - Notice of Dissolution of Group:

    Not applicable

    Item 10 - Certification:

    By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §240.14a-11.

    Signature

    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

    Date:  February 13, 2024

    By /s/ Ashley Grim
    Name: Ashley Grim
    Title:  Head of Global Fund Administration

    Get the next $CTRE alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $CTRE

    DatePrice TargetRatingAnalyst
    3/13/2025$31.00Hold → Buy
    Deutsche Bank
    1/2/2025$34.00 → $26.00Neutral → Underperform
    Wedbush
    12/9/2024$34.00 → $32.00Outperform → Market Perform
    BMO Capital Markets
    10/1/2024$28.00 → $34.00Equal Weight → Overweight
    Wells Fargo
    5/29/2024$26.00Neutral
    Wedbush
    1/30/2024$23.00Hold
    Deutsche Bank
    9/20/2023$23.00Buy
    Jefferies
    9/12/2023$19.00 → $23.00Sector Perform → Outperform
    RBC Capital Mkts
    More analyst ratings

    $CTRE
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • CareTrust REIT Closes Acquisition of Care REIT plc, Enters UK Market

      CareTrust REIT, Inc. (NYSE:CTRE) ("CareTrust" or the "Company") announced today that it has closed the acquisition of Care REIT plc, a United Kingdom-based healthcare real estate investment trust listed on the London Stock Exchange. The transaction, first announced on March 11, 2025, marks CareTrust's entrance into the UK market and represents a strategic step in the Company's mission to expand and diversify its portfolio of healthcare real estate assets. With the completion of this transaction, CareTrust adds to its portfolio 132 care homes comprising approximately 7,500 beds and two healthcare facilities leased to the UK's National Health Service, located throughout England, Scotland, an

      5/12/25 6:01:00 AM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate
    • CareTrust REIT Announces First Quarter 2025 Operating Results

      Conference Call Scheduled for Friday, May 2, 2025 at 1:00 pm ET CareTrust REIT, Inc. (NYSE:CTRE) today reported operating results for the quarter ended March 31, 2025, as well as other recent events. For the quarter, CareTrust REIT reported: Planned acquisition of Care REIT plc; Investments of $47.5 million at an estimated stabilized yield of 10.0%; 0.6 million shares sold under its ATM Program for gross proceeds of $16.0 million; 99.2% of contractual rent and interest collected; Net income of $65.8 million and net income per share of $0.35; Net Debt to Annualized Normalized Run Rate EBITDA of 0.5x; Normalized FFO of $77.8 million and normalized FFO per share of $0.42; Nor

      5/1/25 4:14:00 PM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate
    • CareTrust REIT Sets First Quarter Earnings Call for Friday, May 2, 2025

      CareTrust REIT, Inc. (NYSE:CTRE) announced today that it plans to release its first quarter 2025 financial results after the U.S. markets close on Thursday, May 1, 2025. Representatives of CareTrust REIT's management team will host a conference call to discuss the results and other current matters the following day. Conference Call CareTrust REIT invites current and prospective investors to listen to the call on Friday, May 2, 2025 at 1:00 p.m. Eastern Time (10:00 a.m. Pacific Time). The toll-free dial-in number is 1 (800) 715-9871 or toll dial-in number is 1 (646) 307-1963 and the conference ID number is 2243604. To listen to the call online as a webcast, or to view any financial or oth

      4/22/25 4:21:00 PM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate

    $CTRE
    SEC Filings

    See more
    • SEC Form SCHEDULE 13G filed by CareTrust REIT Inc.

      SCHEDULE 13G - CareTrust REIT, Inc. (0001590717) (Subject)

      5/12/25 10:28:12 AM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate
    • CareTrust REIT Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits

      8-K - CareTrust REIT, Inc. (0001590717) (Filer)

      5/1/25 4:09:59 PM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate
    • SEC Form 10-Q filed by CareTrust REIT Inc.

      10-Q - CareTrust REIT, Inc. (0001590717) (Filer)

      5/1/25 4:08:24 PM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate

    $CTRE
    Financials

    Live finance-specific insights

    See more
    • CareTrust REIT Announces First Quarter 2025 Operating Results

      Conference Call Scheduled for Friday, May 2, 2025 at 1:00 pm ET CareTrust REIT, Inc. (NYSE:CTRE) today reported operating results for the quarter ended March 31, 2025, as well as other recent events. For the quarter, CareTrust REIT reported: Planned acquisition of Care REIT plc; Investments of $47.5 million at an estimated stabilized yield of 10.0%; 0.6 million shares sold under its ATM Program for gross proceeds of $16.0 million; 99.2% of contractual rent and interest collected; Net income of $65.8 million and net income per share of $0.35; Net Debt to Annualized Normalized Run Rate EBITDA of 0.5x; Normalized FFO of $77.8 million and normalized FFO per share of $0.42; Nor

      5/1/25 4:14:00 PM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate
    • CareTrust REIT Sets First Quarter Earnings Call for Friday, May 2, 2025

      CareTrust REIT, Inc. (NYSE:CTRE) announced today that it plans to release its first quarter 2025 financial results after the U.S. markets close on Thursday, May 1, 2025. Representatives of CareTrust REIT's management team will host a conference call to discuss the results and other current matters the following day. Conference Call CareTrust REIT invites current and prospective investors to listen to the call on Friday, May 2, 2025 at 1:00 p.m. Eastern Time (10:00 a.m. Pacific Time). The toll-free dial-in number is 1 (800) 715-9871 or toll dial-in number is 1 (646) 307-1963 and the conference ID number is 2243604. To listen to the call online as a webcast, or to view any financial or oth

      4/22/25 4:21:00 PM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate
    • CareTrust REIT Raises Quarterly Dividend to $0.335 per Share

      CareTrust REIT, Inc. (NYSE:CTRE) announced today that its Board of Directors has increased its quarterly common stock cash dividend from $0.29 to $0.335 per common share. The current dividend will be payable to common stockholders of record as of the close of business on March 31, 2025. The Company intends to pay the dividend on or about April 15, 2025. Dave Sedgwick, CareTrust's Chief Executive Officer, commented that "An extraordinary year of growth last year results in an extraordinary increase in our dividend this year. Even with the 15.5% increase to our dividend, we expect to maintain a conservative payout ratio while also retaining our least expensive form of capital for future inve

      3/18/25 8:00:00 AM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate

    $CTRE
    Leadership Updates

    Live Leadership Updates

    See more
    • CareTrust REIT Announces Chief Accounting Officer; SVP Investments Appointment; Promotions

      The Board of Directors of CareTrust REIT, Inc. (NYSE:CTRE) announced the appointment of Lauren Beale as Chief Accounting Officer (CAO), effective as of January 1, 2025. Ms. Beale becomes the company's first CAO after serving in different leadership roles since the inception of CareTrust. "On behalf of the Board and all of us at CareTrust, I express our gratitude for the tremendous impact Lauren has had on building the company since the beginning," said Chief Executive Officer, Dave Sedgwick. Bill Wagner, Chief Financial Officer, said, "Lauren's appointment to CAO is the natural result of years of tireless effort to help build CareTrust from scratch." The company also welcomes Tri Tran a

      1/2/25 6:00:00 AM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate
    • CareTrust REIT Announces James Callister to Succeed Mark Lamb as Chief Investment Officer

      The Board of Directors of CareTrust REIT, Inc. (NYSE:CTRE) announced today the appointment of James Callister as Chief Investment Officer, to be effective as of December 31, 2022. Mr. Callister will succeed Mark Lamb, who will be leaving the company after a transition period to pursue entrepreneurial opportunities. Mr. Callister currently serves as CareTrust's Executive Vice President. "On behalf of the Board and all of us at CareTrust, I express our admiration and gratitude for the tremendous impact Mark has had on building the company since the beginning," said Chief Executive Officer, Dave Sedgwick. "Mark has always been a true partner and friend and we wish him continued success in the

      11/28/22 8:00:00 AM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate
    • CareTrust REIT Announces Changes to the Board of Directors

      The Board of Directors of CareTrust REIT, Inc. (NYSE:CTRE) today announced the resignation of Greg Stapley as Executive Chair of the Company's Board of Directors. The Board also announced that Lead Independent Director Diana Laing was appointed to replace Mr. Stapley as Chair of the Board, and Chief Executive Officer David Sedgwick was appointed as a director. Mr. Stapley's resignation from the Board follows his relinquishment of the Chief Executive role last January. As previously announced, Mr. Stapley and his wife have accepted a full-time international volunteer assignment for The Church of Jesus Christ of Latter-day Saints. "As my missionary service in Mexico draws near, I have carefu

      7/1/22 9:02:00 AM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate

    $CTRE
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Director Plumb Spencer G was granted 5,037 shares, increasing direct ownership by 12% to 45,777 units (SEC Form 4)

      4 - CareTrust REIT, Inc. (0001590717) (Issuer)

      4/30/25 7:35:51 PM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate
    • Director Williams Careina D. was granted 5,037 shares, increasing direct ownership by 28% to 23,155 units (SEC Form 4)

      4 - CareTrust REIT, Inc. (0001590717) (Issuer)

      4/30/25 7:35:30 PM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate
    • Director Olson Anne was granted 5,037 shares, increasing direct ownership by 28% to 23,155 units (SEC Form 4)

      4 - CareTrust REIT, Inc. (0001590717) (Issuer)

      4/30/25 7:35:42 PM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate

    $CTRE
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13G/A filed by CareTrust REIT Inc.

      SC 13G/A - CareTrust REIT, Inc. (0001590717) (Subject)

      11/8/24 10:46:38 AM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate
    • SEC Form SC 13G/A filed by CareTrust REIT Inc. (Amendment)

      SC 13G/A - CareTrust REIT, Inc. (0001590717) (Subject)

      2/13/24 5:00:59 PM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate
    • SEC Form SC 13G/A filed by CareTrust REIT Inc. (Amendment)

      SC 13G/A - CareTrust REIT, Inc. (0001590717) (Subject)

      2/8/24 10:11:32 AM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate

    $CTRE
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • CareTrust REIT upgraded by Deutsche Bank with a new price target

      Deutsche Bank upgraded CareTrust REIT from Hold to Buy and set a new price target of $31.00

      3/13/25 7:28:49 AM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate
    • CareTrust REIT downgraded by Wedbush with a new price target

      Wedbush downgraded CareTrust REIT from Neutral to Underperform and set a new price target of $26.00 from $34.00 previously

      1/2/25 7:32:41 AM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate
    • CareTrust REIT downgraded by BMO Capital Markets with a new price target

      BMO Capital Markets downgraded CareTrust REIT from Outperform to Market Perform and set a new price target of $32.00 from $34.00 previously

      12/9/24 7:35:20 AM ET
      $CTRE
      Real Estate Investment Trusts
      Real Estate