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, 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.
CareTrust REIT, Inc. reported an insider equity award to an officer serving as CFO and Treasurer. On 01/02/2026, the reporting person acquired 11,145 LTIP Units in CTR Partnership, L.P., the company’s operating partnership, as shown in the derivative securities table.
The LTIP Units are a profits-interest class of partnership units with no expiration date. Once vested and after reaching specified capital account thresholds, they may be converted into common partnership units, which can then be redeemed for cash or, at the issuer’s election, shares of CareTrust REIT common stock under the partnership agreement.
The filing notes that this represents the time-based portion of the officer’s annual equity grant, which the officer elected to receive in LTIP Units. These units vest in three equal annual installments starting on January 31, 2027, contingent on continued service through each vesting date.
CareTrust REIT, Inc. reported an equity award to its Chief Investment Officer and Secretary on 01/02/2026. The officer received 23,838 LTIP Units in CTR Partnership, L.P., the operating partnership subsidiary of CareTrust. These LTIP Units are designed as profits interests for U.S. tax purposes and do not have an expiration date.
The award represents the time-based portion of the officer’s annual equity grant, which the officer elected to take in LTIP Units. The units vest in three equal annual installments beginning on January 31, 2027, subject to continued service. Once vested and after meeting specified capital account thresholds, LTIP Units may be converted into common partnership units, which may then be redeemed for cash or, at the issuer’s election, shares of CareTrust’s common stock.
CareTrust REIT, Inc. reported an equity award to its President and CEO in the form of long-term incentive plan (LTIP) units in its operating partnership. On 01/02/2026, the executive received 73,821 LTIP Units as the time-based portion of the annual equity grant, which the executive elected to take in LTIP Units. These LTIP Units are intended to qualify as profits interests for U.S. federal income tax purposes, have no expiration date, and, once vested and meeting specified capital account thresholds, may be converted into common units of the operating partnership that can later be redeemed for cash or, at the company’s election, shares of common stock. The LTIP Units vest in three equal annual installments beginning on January 31, 2027, conditioned on the executive’s continued service.
CareTrust REIT, Inc. director Gregory K. Stapley reported his beneficial ownership of the company’s stock. A total of 806,482 shares of common stock are listed as beneficially owned indirectly through the Stapley Family Trust dated 4/25/2006, with Stapley serving as trustee. The report reflects an event date of 01/01/2026 and is filed as a Form 3 by a single reporting person.
CareTrust REIT, Inc. disclosed an initial ownership filing for its Chief Financial Officer and Treasurer, Derek Bunker, as of 01/01/2026. The Form 3 identifies him as an officer of the company and states that he does not beneficially own any CareTrust REIT securities at this time. The filing is made by a single reporting person and includes a power of attorney authorizing the execution of this ownership report.
CareTrust REIT, Inc. entered into a Second Amended and Restated Agreement of Limited Partnership for CTR Partnership, L.P., creating a new class of limited partnership interests called LTIP Units, with subclasses including Basic LTIP Units and Performance LTIP Units. These LTIP Units are intended to qualify as profits interests for U.S. tax purposes and carry voting rights similar to Partnership Common Units.
Basic LTIP Units generally receive the same per‑unit distributions as Partnership Common Units, while Performance and AO LTIP Units receive a fraction of those distributions until a defined Full Distribution Participation Date. Once vested and after meeting capital account thresholds, LTIP Units may be converted into Partnership Common Units, which can then be redeemed for cash or, at the company’s election, shares of common stock.
The Compensation Committee approved an LTIP Unit program allowing eligible participants, including all directors and executive officers, to elect to receive annual equity awards in the form of Basic and/or Performance LTIP Units. It also approved standard forms of award agreements governing vesting, performance conditions based on relative total shareholder return, and other terms for grants under the existing Incentive Award Plan.
Cohen & Steers filed a Schedule 13G reporting passive ownership of CareTrust REIT, Inc. common stock. The group beneficially owns 18,590,517 shares, representing 8.44% of the class as of the stated event date. The filing lists sole voting power over 14,320,104 shares and sole dispositive power over 18,590,517 shares.
Cohen & Steers, Inc. and affiliates, including Cohen & Steers Capital Management, Inc., Cohen & Steers UK Limited, Cohen & Steers Asia Limited, and Cohen & Steers Ireland Limited, report that the securities are held for the benefit of client accounts. The certification states the holdings were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.