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.
The CareTrust REIT, Inc. (NYSE: CTRE) SEC filings page on Stock Titan provides access to the company’s official regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a healthcare-focused real estate investment trust, CareTrust uses its filings to report information about its skilled nursing, senior housing and other healthcare-related real estate investments, capital structure and governance.
Investors can review annual reports on Form 10-K and quarterly reports on Form 10-Q to see how CareTrust presents its rental income, interest income from financing receivables and other real estate-related investments, as well as expenses such as depreciation, interest and property taxes. These reports also discuss non-GAAP metrics frequently referenced in company news, including normalized funds from operations (FFO) and normalized funds available for distribution (FAD).
Current reports on Form 8-K document material events such as public equity offerings, amendments to bylaws, changes in executive officers, adoption of LTIP Unit programs and the release of quarterly earnings and supplemental financial information. For example, recent 8-K filings describe an underwriting agreement for a common stock offering, updates to the company’s operating partnership agreement to create LTIP Units, and the ability for directors and executives to receive equity awards in the form of LTIP Units.
Stock Titan enhances these filings with AI-powered summaries that highlight key points in lengthy documents, helping readers quickly identify items such as lease structures, capital raises, incentive plan changes and governance updates. Real-time updates from EDGAR ensure that new CTRE filings, including Forms 10-K, 10-Q, 8-K and related exhibits, appear promptly. Users can also reference filings that touch on compensation arrangements and equity awards, which complement any Form 4 insider transaction reports available for CareTrust’s directors and officers.
CareTrust REIT delivered a sharply stronger 2025, with net income attributable to the company of $320.5 million, or $1.57 per diluted share, up 96% from the prior year. Normalized FFO reached $359.7 million, or $1.76 per share, a 17% increase, while Normalized FAD was $360.0 million, or $1.76 per share, up 14%.
In the fourth quarter, net income was $111.3 million, or $0.50 per share, up 72% year over year, with Normalized FFO per share up 18% to $0.47. The company closed $1.8 billion of 2025 investment activity at a blended stabilized yield of 8.6% and raised $1.1 billion of gross equity proceeds, plus $242.5 million of unsettled forward equity at year-end.
Leverage remains low, with Net Debt to Annualized Normalized Run Rate EBITDA at 0.7x and no borrowings on the $1.2 billion revolver. For 2026, CareTrust guides to net income of $1.45–$1.50 per share and Normalized FFO and FAD of $1.90–$1.95 per share, with midpoints implying about 9.4% growth over 2025. The quarterly dividend was maintained at $0.335 per share, a payout of roughly low‑70% of Normalized FFO and FAD.
CareTrust REIT, Inc. files its annual report describing a larger, more diversified healthcare real estate platform driven by a major U.K. acquisition and strong investment activity. The company focuses on skilled nursing, senior housing and related lending.
As of December 31, 2025, CareTrust owned or controlled 410 properties with 37,898 beds and units across 32 U.S. states and the U.K., plus mortgage, mezzanine and preferred equity investments totaling $880.96 million. A new senior housing operating (SHOP) platform using a RIDEA structure gives it direct exposure to property-level results.
In 2025, CareTrust completed the approximately $595.4 million acquisition of Care REIT plc and assumed about $290.9 million of its liabilities, adding 131 U.K. care homes and related operations. Total 2025 property revenue was $369.4 million, up from $228.3 million in 2024, with 74% from skilled nursing triple-net leases and 25% from senior housing triple-net properties.
Wellington Management Group LLP and related entities have disclosed a significant stake in CareTrust REIT, Inc. They report beneficial ownership of 12,355,982 shares of CareTrust common stock, representing 5.53% of the outstanding class as of the event date.
The Wellington entities report no sole voting or dispositive power, instead sharing voting power over 10,426,884 shares and shared dispositive power over 12,355,956 shares. The shares are held of record by investment advisory clients of Wellington-affiliated advisers, which have rights to dividends and sale proceeds, with no single client holding more than five percent of the class.
CareTrust REIT, Inc. insider tax withholding transaction
CareTrust REIT, Inc.'s Chief Accounting Officer, Lauren Beale, reported a Form 4 transaction involving company common stock. On 01/31/2026, 12,208 shares of common stock were disposed of at $37.34 per share, classified under transaction code "F," which indicates shares withheld to cover tax obligations. According to the footnote, these shares were retained by the issuer to satisfy tax withholding when previously granted restricted stock vested. Following this withholding event, Beale beneficially owned 70,006 shares of CareTrust REIT common stock directly.
CareTrust REIT, Inc. reported that its CIO and Secretary, James Callister, received 58,379 shares of common stockJanuary 31, 2026200.00% of target46,267 shares$37.34117,750 shares
CareTrust REIT’s President and CEO David M. Sedgwick reported equity compensation activity involving the company’s common stock. On January 31, 2026, he acquired 99,240 shares at $0 due to the vesting of relative total stockholder return-based stock units granted on December 31, 2022.
This vesting reflects a 200.00% of target payout, including 12,899 shares tied to dividend equivalent payments. On the same date, 114,274 shares were withheld by CareTrust REIT at $37.34 per share to cover Sedgwick’s tax obligations from this and prior restricted stock vesting, leaving him with 431,109 shares of common stock held directly.
CareTrust REIT, Inc. reported a routine compensation-related equity grant to one of its non-employee directors. On January 2, 2026, the director received 5,781 LTIP Units in CTR Partnership, L.P., the company’s operating partnership. These LTIP Units are intended to qualify as profits interests for U.S. federal income tax purposes and do not have an expiration date.
The 5,781 LTIP Units consist of 3,105 units as the pro-rated annual equity grant for 2026 and 2,676 units that the director chose to receive instead of the 2026 cash base retainer, in line with the non-employee director compensation policy. All of these LTIP Units vest in full on January 2, 2027, subject to the director’s continued service. Once vested and after meeting capital account thresholds under the operating partnership agreement, LTIP Units may be converted into common units, which can then be redeemed for cash or, at the issuer’s election, shares of CareTrust REIT common stock.
CareTrust REIT, Inc. reported a routine equity award for one of its directors. On January 2, 2026, the director received 3,105 LTIP Units in CTR Partnership, L.P., the company’s operating partnership, as an annual equity grant under the non-employee director compensation policy. The 2026 award was pro-rated to reflect equity compensation already received for 2025 and will vest in full on January 2, 2027, subject to the director’s continued service. LTIP Units are partnership interests intended to qualify as profits interests for U.S. federal income tax purposes and, once vested and meeting certain capital account thresholds, may be converted into common units that can be redeemed for cash or, at CareTrust’s election, shares of its common stock.
CareTrust REIT, Inc. reported a director equity grant through a Form 4 filing. On January 2, 2026, a non-employee director received 5,781 LTIP Units in CTR Partnership, L.P., the company’s operating partnership. These LTIP Units are intended to qualify as profits interests for U.S. federal income tax purposes and can, after meeting capital account thresholds, be converted into partnership common units that may then be redeemed for cash or, at the company’s election, shares of CareTrust common stock.
The 5,781 LTIP Units consist of 3,105 LTIP Units as the pro-rated 2026 annual equity grant and 2,676 LTIP Units in lieu of the director’s 2026 cash base retainer, in line with the non-employee director compensation policy. All of these LTIP Units vest in full on January 2, 2027, subject to the director’s continued service through that date.
CareTrust REIT, Inc. reported that one of its directors received an annual equity grant in the form of 3,105 LTIP Units on January 2, 2026. These LTIP Units are partnership interests in CTR Partnership, L.P., intended to qualify as profits interests for U.S. federal income tax purposes and do not have an expiration date.
The grant represents the director’s annual non-employee director compensation for 2026, pro-rated to reflect equity compensation already received for 2025. The LTIP Units vest in full on January 2, 2027, subject to the director’s continued service through that date. Once vested and after specified capital account thresholds are met, the LTIP Units can be converted into common partnership units, which may then be redeemed for cash or, at the company’s election, shares of CareTrust REIT common stock.