Cohen & Steers reports 5.46% stake in CareTrust REIT
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.
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Rhea-AI Filing Summary
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.
Insights
Large investment manager reports a 5.46% stake held across affiliated accounts.
The filing discloses 12,189,752 shares (5.46%) beneficially owned by Cohen & Steers entities, with sole voting power of 9,562,977 shares and sole dispositive power of 12,189,752 shares. These figures are explicit in the ownership table.
Because the filing states the securities are held for the benefit of account holders, trading or disposition decisions will depend on those account holders; subsequent filings would show any changes in position.
The amendment clarifies subsidiary and beneficiary relationships within the reporting group.
The cover and Item 7 note that Cohen & Steers, Inc. holds 100% interests in the named affiliates and that accounts held by those affiliates are the beneficial holders. Item 6 explicitly explains dividend/proceeds rights belong to account holders.
Stakeholders should note the filing attributes holdings to multiple legal filers rather than a single standalone portfolio; any future Rule 13 filings will reflect material changes.
Key Figures
Key Terms
Beneficial ownership regulatory
Sole dispositive power regulatory
Schedule 13G/A regulatory
Account holders other
FAQ
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What stake in CTRE does Cohen & Steers report?
How much voting power does Cohen & Steers have in CTRE?
Which affiliated filers are named in the Schedule 13G/A?
AI-generated analysis. How Rhea-AI works. Not financial advice.