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.
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.
CareTrust REIT, Inc. reported that one of its directors received an annual equity award in the form of 3,105 LTIP Units of CTR Partnership, L.P. on January 2, 2026. These LTIP Units are partnership interests in the operating partnership that are intended to qualify as profits interests for U.S. federal income tax purposes and do not have an expiration date. Under the operating partnership agreement, once certain capital account thresholds and vesting conditions are met, the LTIP Units may be converted into common partnership units, which can then be redeemed for cash or, at CareTrust’s election, shares of CareTrust common stock. The filing states that this award represents the director’s pro-rated 2026 annual equity grant under the non-employee director compensation policy and that the LTIP Units vest in full on January 2, 2027, conditioned on the director’s continued service through that date.
CareTrust REIT, Inc. reported an insider equity award for its Chief Accounting Officer, Lauren Beale. On 01/02/2026, Beale received 11,133 shares of common stock as a grant of restricted stock units at a price of $0, reflecting compensation rather than an open-market purchase.
The restricted stock units vest in three equal annual installments beginning on January 31, 2027, and each unit converts into one share of common stock upon vesting, subject to Beale’s continued service. Following this grant, Beale beneficially owns 82,214 shares of CareTrust REIT common stock directly.