STOCK TITAN

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

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

CareTrust REIT Inc ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 19,998,223 shares of CareTrust REIT Inc common stock, representing 8.95% of the class as reported. The filing states Vanguard has sole voting power over 97,201 shares and sole dispositive power over 19,998,223 shares. The statement attributes holdings to Vanguard Portfolio Management LLC and affiliated business divisions and is signed by Ashley Grim on 04/29/2026.

Positive

  • None.

Negative

  • None.

Insights

Vanguard reports a passive >5% stake with dispositive control.

Vanguard Portfolio Management discloses beneficial ownership of 19,998,223 shares (8.95%), indicating a sizable passive position typical for index/managed funds. The filing notes dispositive authority across funds and managed accounts rather than concentrated single-holder control.

Implications hinge on voting activity: the filing shows sole voting power of 97,201 shares, so voting influence appears limited relative to economic exposure. Future proxy votes or amendments could reveal active engagement; subsequent filings will show any change.

Beneficially owned shares 19,998,223 shares Amount beneficially owned as reported in Schedule 13G
Percent of class 8.95% Percent of CareTrust REIT common stock class
Sole voting power 97,201 shares Shares with sole power to vote reported in Item 4
Sole dispositive power 19,998,223 shares Shares with sole power to dispose reported in Item 4
Signature date 04/29/2026 Filing signed by Ashley Grim
beneficially owned regulatory
"This reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard"
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.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 19998223"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Investment Company Act regulatory
"investment companies registered under the Investment Company Act of 1940"
The Investment Company Act is a law that sets rules for businesses whose main activity is managing and selling pooled money, such as mutual funds and other investment funds. It matters to investors because it requires clear reporting, limits managers from putting their own interests ahead of clients, and mandates safekeeping and oversight of assets—similar to safety inspections and traffic rules that help keep shared vehicles reliable and trustworthy.
Schedule 13G regulatory
"Item 1. Name of issuer: CareTrust REIT Inc"
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.
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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 Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio 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 Portfolio 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 Portfolio Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/29/2026