[SCHEDULE 13G] CareTrust REIT, Inc. Passive Investment Disclosure (>5%)
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.
Key Figures
Key Terms
beneficially owned regulatory
dispositive power regulatory
Schedule 13G regulatory
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