Welcome to our dedicated page for Caretrust SEC filings (Ticker: CTRE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
CareTrust REIT, Inc. filings document the financial reporting, governance and capital-structure disclosures of a healthcare real estate investment trust. Form 8-K reports cover operating results, Regulation FD supplemental information, investor presentations, material definitive agreements and stockholder voting outcomes.
Proxy materials describe board elections, executive compensation, auditor ratification and related governance matters. Material agreement filings address the company and CTR Partnership, L.P., including equity distribution arrangements for common stock and operating partnership amendments that establish LTIP Units. These records also document REIT operating metrics, partnership-unit structure and financing tools used alongside the company’s skilled nursing, seniors housing and other healthcare property portfolio.
CareTrust REIT, Inc. entered into an underwriting and forward sale structure for its common stock with Wells Fargo and J.P. Morgan affiliates. The arrangements cover 12,500,000 firm shares and an additional 1,875,000 optional shares of common stock sold at $40.225 per share to the underwriters.
On May 20, 2026, the underwriters exercised the full option, and CareTrust entered additional forward sale agreements for the optional shares. On May 21, 2026, the forward sellers borrowed and sold 1,875,000 optional shares into the offering. Related forward sale agreements and a Maryland law opinion were filed as exhibits.
CareTrust REIT, Inc. entered into an underwriting and forward sale structure for a public equity offering of 12,500,000 firm shares of common stock, plus up to 1,875,000 optional shares, at a price to the underwriters of $40.225 per share. The company entered separate forward sale agreements with Wells Fargo Bank, National Association and JPMorgan Chase Bank, National Association, under which forward purchasers borrowed and sold 12,500,000 shares on May 20, 2026. CareTrust currently expects to settle these agreements by physically delivering shares for cash on one or more dates no later than May 20, 2027, but it may alternatively elect cash or net share settlement under specified conditions.
CareTrust REIT, Inc. is offering 12,500,000 shares of common stock through forward sale agreements that anticipate physical settlement within approximately one year. The underwriters agreed to purchase at $40.225 per share, implying approximately $502.8 million of proceeds to the company before expenses assuming full physical settlement.
The forward purchasers will initially borrow and sell the shares to the underwriters; CareTrust will not receive proceeds until physical settlement (subject to daily forward price adjustments and settlement elections including cash or net‑share settlement). The prospectus supplement discloses ownership transfer limits (9.8% thresholds), an underwriter option for 1,875,000 additional shares, and shares outstanding of 236,240,235 as of May 15, 2026.
CareTrust REIT is registering an offering of 10,000,000 shares of its common stock. The prospectus supplement describes a forward sale structure under which forward purchasers are expected to borrow and sell an aggregate of 10,000,000 shares (11,500,000 if the underwriters’ option is exercised).
The company will not initially receive proceeds from the borrowed shares; it expects, subject to adjustment and settlement mechanics, to receive net proceeds upon physical settlement of the forward sale agreements, which it anticipates will occur within approximately one year. The supplement discloses ownership limits (9.8%), a 30-day underwriter option for 1,500,000 additional shares and that shares outstanding were 236,240,235 as of May 15, 2026.
CareTrust REIT is registering an offering of 10,000,000 shares of its common stock. The prospectus supplement describes a forward sale structure under which forward purchasers are expected to borrow and sell an aggregate of 10,000,000 shares (11,500,000 if the underwriters’ option is exercised).
The company will not initially receive proceeds from the borrowed shares; it expects, subject to adjustment and settlement mechanics, to receive net proceeds upon physical settlement of the forward sale agreements, which it anticipates will occur within approximately one year. The supplement discloses ownership limits (9.8%), a 30-day underwriter option for 1,500,000 additional shares and that shares outstanding were 236,240,235 as of May 15, 2026.
CareTrust REIT, Inc. ownership disclosure: Cohen & Steers and certain affiliates report beneficial ownership of 12,189,752 shares of Common Stock, representing 5.46% of the class as reported in this amendment.
The filing breaks ownership among related entities (Cohen & Steers, Cohen & Steers Capital Management, Cohen & Steers UK, Asia and Ireland) and states these shares are held for the benefit of their respective account holders.
CareTrust REIT, Inc. reported strong first-quarter 2026 growth and raised its full-year 2026 guidance. Net income attributable to CareTrust rose to $80.2 million, or $0.36 per diluted share, while Normalized FFO reached $107.4 million, or $0.48 per share, up 14% from a year earlier. Normalized FAD was $107.6 million, or $0.48 per share, up 12%. The company closed $245.1 million of Q1 investment activity at an 8.8% blended stabilized yield and has since closed $864.1 million more at an 8.9% yield. Net Debt to Annualized Normalized Run Rate EBITDA was just 0.6x, and CareTrust increased its quarterly dividend to $0.39 per share, a 16.4% year-over-year increase with an approximately 81% Normalized FAD payout ratio. Updated 2026 guidance now calls for net income of $1.49–$1.53 per share and Normalized FFO of $2.00–$2.04 per share, with midpoint growth of 14.8% for Normalized FFO and 13.6% for Normalized FAD versus 2025.
CareTrust REIT delivered strong Q1 2026 growth, with total revenues of $142,783 (thousands) versus $96,621 (thousands) a year earlier, driven mainly by higher rental income and new senior housing operations. Net income attributable to CareTrust rose to $80,210 (thousands), and diluted EPS increased to $0.36 from $0.35.
The company continued to scale its portfolio, investing $211,929 (thousands) in 10 new skilled nursing and senior housing properties and growing real estate investments, net, to $3,876,643 (thousands). Operating cash flow increased to $90,365 (thousands), supporting common dividends of $0.39 per share while funding growth.
CareTrust strengthened its equity base through $129,500 (thousands) of common stock issuance under its at-the-market program and maintained total debt at $900,000 (thousands), primarily in senior unsecured notes and a term loan. Management highlights macroeconomic, reimbursement and regulatory uncertainties but reports approximately 100% rent and interest collections from operators and borrowers for the quarter.
CareTrust REIT, Inc. held its 2026 annual stockholder meeting on April 29, 2026, where all proposals received strong support. Stockholders elected six directors to serve until the 2027 annual meeting, with each nominee receiving over 191 million votes in favor.
Stockholders also approved, on an advisory basis, the compensation of the company’s named executive officers, with about 186.7 million votes in favor versus 8.7 million against. In addition, they ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the year ending December 31, 2026, with approximately 203.8 million votes in favor.
CareTrust REIT Inc ownership filing: Vanguard Capital Management reports beneficial ownership of 11,861,643 shares of Common Stock, representing 5.31% of the class. The filing states Vanguard has sole dispositive power for 11,861,643 shares and sole voting power for 1,863,465 shares. The disclosure attributes holdings to Vanguard Capital Management and specified Vanguard affiliates and notes these include shares held by Vanguard funds and managed accounts.
CareTrust REIT Inc ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 19,998,223 shares of CareTrust REIT Inc common stock, representing 8.95% of the class as reported. The filing states Vanguard has sole voting power over 97,201 shares and sole dispositive power over 19,998,223 shares. The statement attributes holdings to Vanguard Portfolio Management LLC and affiliated business divisions and is signed by Ashley Grim on 04/29/2026.