STOCK TITAN

[SCHEDULE 13G] CareTrust REIT, Inc. Passive Investment Disclosure (>5%)

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Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

CareTrust REIT Inc ownership filing: Vanguard Capital Management reports beneficial ownership of 11,861,643 shares of Common Stock, representing 5.31% of the class. The filing states Vanguard has sole dispositive power for 11,861,643 shares and sole voting power for 1,863,465 shares. The disclosure attributes holdings to Vanguard Capital Management and specified Vanguard affiliates and notes these include shares held by Vanguard funds and managed accounts.

Positive

  • None.

Negative

  • None.

Insights

Large passive stake reported by Vanguard (5.31%) with dispositive control across funds and managed accounts.

Vanguard Capital Management reports beneficial ownership of 11,861,643 shares, equal to 5.31% of CareTrust REIT Inc common stock. The filing distinguishes voting power (1,863,465 shares) from dispositive power (11,861,643 shares) and attributes ownership across named Vanguard affiliates and funds.

Impact is routine for a Schedule 13G: this is a passive/investment-management disclosure. Subsequent changes in voting or disposition authority would appear in later filings if they exceed reporting thresholds.

Disclosure clarifies who holds dividend/proceeds rights within Vanguard-managed structures.

The statement explains that various Vanguard entities and fund sleeves exercise dispositive power over the reported shares and that no single other person holds >5%. This allocates responsibility for voting and disposition across the named business divisions.

Material governance effects depend on whether Vanguard exercises voting influence; the Schedule 13G classification signals passive intent in this filing.

Beneficial ownership 11,861,643 shares Amount beneficially owned (Schedule 13G)
Percent of class 5.31% Percent of class reported
Sole voting power 1,863,465 shares Shares with sole power to vote
Sole dispositive power 11,861,643 shares Shares with sole power to dispose
beneficially owned regulatory
"reflects the securities beneficially owned, or deemed to be beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 11861643"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Schedule 13G regulatory
"form_type: SCHEDULE 13G"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





14174T107

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Capital Management LLC and the following affiliates of Vanguard Capital Management LLC or business divisions of such affiliates: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Capital Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Capital Management LLC, or business divisions of such subsidiaries, whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Capital Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/29/2026