Welcome to our dedicated page for CareTrust REIT 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. 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.
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.