Caretrust Reit, INC. (CTRE) — SEC Filings

Q: What are the key financial highlights for Caretrust Reit, INC.?

Key financial highlights for Caretrust Reit, INC. are extracted from the most recent 10-K or 10-Q filings, including revenue, net income, EPS, debt-to-equity, cash position, and operating margin.

Q: Who are the key executives at Caretrust Reit, INC.?

Key executives at Caretrust Reit, INC. are identified from SEC filings including 10-K annual reports, proxy statements, and insider trade forms.

Q: What are the main risk factors for Caretrust Reit, INC. stock?

Risk factors for Caretrust Reit, INC. (CTRE) are assessed from SEC filings using AI analysis. Each filing is categorized as high, medium, or low risk based on disclosed risk factors and financial indicators.

Q: What are recent predictions and forward guidance from Caretrust Reit, INC.?

Forward-looking statements and predictions from Caretrust Reit, INC. are extracted from SEC filings including earnings reports, annual reports, and current event filings.

Latest SEC filings for Caretrust Reit, INC.. Recent DEFA14A filing on Mar 24, 2026. AI-decoded analysis of earnings, risk factors, and insider trades.

View Caretrust Reit, INC. on SEC EDGAR

Overview

Caretrust Reit, INC. (CTRE) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a DEFA14A filed on Mar 24, 2026: CareTrust REIT, Inc. filed a DEFA14A on March 24, 2026, which includes additional definitive proxy soliciting materials. This filing, identified by SEC Accession No. 0001140361-26-010805, provides shareholders with updated information regarding upcoming proxy votes, likely related to board elections

Sentiment Summary

Across 36 filings, the sentiment breakdown is: 1 bullish, 35 neutral. The dominant filing sentiment for Caretrust Reit, INC. is neutral.

Filing Type Overview

Caretrust Reit, INC. (CTRE) has filed 2 DEFA14A, 18 8-K, 5 10-Q, 2 DEF 14A, 2 10-K, 7 SC 13G/A with the SEC between Jan 2024 to Mar 2026.

Filings by Year

2026 · 2025 · 2024

Recent Filings (36)

CareTrust REIT Files DEFA14A Proxy Materials on March 24, 2026 — DEFA14A · Mar 24, 2026
CareTrust REIT, Inc. filed a DEFA14A on March 24, 2026, which includes additional definitive proxy soliciting materials. This filing, identified by SEC Accessio
CareTrust REIT, Inc. Files 8-K: Material Agreement — 8-K · Dec 17, 2025 Risk: medium
On December 11, 2025, CareTrust REIT, Inc. entered into a material definitive agreement. The filing also indicates other events and includes financial statement
CareTrust REIT's Q3 Revenue Soars 71% on Strategic Expansion — 10-Q · Nov 5, 2025 Risk: medium
CareTrust REIT, Inc. (CTRE) demonstrated significant growth in the third quarter of 2025, with total revenues increasing by 71.1% to $132.4 million for the thre
CareTrust REIT Files 8-K on Director/Officer Changes — 8-K · Oct 27, 2025 Risk: low
CareTrust REIT, Inc. filed an 8-K on October 27, 2025, reporting events as of October 21, 2025. The filing covers the departure and election of directors, appoi
CareTrust REIT Files 8-K on Officer/Director Changes — 8-K · Sep 23, 2025 Risk: medium
CareTrust REIT, Inc. filed an 8-K on September 23, 2025, reporting events as of September 19, 2025. The filing covers the departure of directors or certain offi
CareTrust REIT Files 8-K: Other Events & Financials — 8-K · Aug 14, 2025 Risk: medium
On August 14, 2025, CareTrust REIT, Inc. filed an 8-K report. The filing primarily concerns "Other Events" and "Financial Statements and Exhibits," indicating p
CareTrust REIT Files 8-K on Financials — 8-K · Aug 6, 2025 Risk: low
On August 6, 2025, CareTrust REIT, Inc. filed an 8-K report. The filing primarily concerns the company's results of operations and financial condition, along wi
CareTrust REIT Enters New Credit Agreement — 8-K · Jun 2, 2025 Risk: medium
On May 30, 2025, CareTrust REIT, Inc. entered into a material definitive agreement, specifically a credit agreement. This agreement creates a direct financial o
CareTrust REIT Files 8-K for Regulation FD Disclosure — 8-K · May 29, 2025 Risk: low
On May 29, 2025, CareTrust REIT, Inc. filed an 8-K report. The filing primarily concerns Regulation FD disclosures, indicating that the company is providing mat
CareTrust REIT Files 8-K — 8-K · May 14, 2025 Risk: low
On May 14, 2025, CareTrust REIT, Inc. filed an 8-K report. The filing indicates that the company is providing information under "Other Events" and is not disclo
CareTrust REIT Files Q1 2025 10-Q — 10-Q · May 1, 2025 Risk: medium
CareTrust REIT, Inc. filed its 10-Q for the period ending March 31, 2025. The filing details financial performance and operational updates for the first quarter
CareTrust REIT Sells 26 Facilities for $137.5M — 8-K · Apr 30, 2025 Risk: medium
CareTrust REIT, Inc. announced on April 29, 2025, that it has entered into a definitive agreement to sell its portfolio of 26 skilled nursing and assisted livin
CareTrust REIT Files Proxy Materials — DEFA14A · Apr 10, 2025 Risk: low
CareTrust REIT, Inc. filed a Definitive Additional Materials (DEFA14A) on April 10, 2025. This filing is related to their proxy statement and indicates no fee w
CareTrust REIT Enters New Material Agreement — 8-K · Mar 11, 2025 Risk: medium
On March 11, 2025, CareTrust REIT, Inc. filed an 8-K report detailing a material definitive agreement and a direct financial obligation. The filing indicates th
CareTrust REIT Files 2025 Proxy Statement — DEF 14A · Mar 7, 2025 Risk: low
CareTrust REIT, Inc. filed its DEF 14A on March 7, 2025, for the fiscal year ending December 31, 2024. The filing details executive compensation and other corpo
CareTrust REIT Files 2024 10-K — 10-K · Feb 12, 2025 Risk: medium
CareTrust REIT, Inc. filed its 2024 10-K on February 12, 2025, detailing its real estate investment trust operations for the fiscal year ending December 31, 202
CareTrust REIT Files 8-K for Material Agreement — 8-K · Jan 21, 2025 Risk: low
On January 21, 2025, CareTrust REIT, Inc. filed an 8-K report to disclose the entry into a material definitive agreement and to provide financial statements and
CareTrust REIT Announces Director Changes and CEO Employment Agreement — 8-K · Jan 2, 2025 Risk: low
CareTrust REIT, Inc. announced on December 30, 2024, changes in its board of directors and executive officers. Specifically, David J. Smith Jr. resigned as a di
CareTrust REIT Enters Material Definitive Agreement — 8-K · Dec 19, 2024 Risk: medium
On December 18, 2024, CareTrust REIT, Inc. entered into a material definitive agreement related to a financial obligation. The company, headquartered in San Cle
SC 13G/A Filing — SC 13G/A · Nov 8, 2024
SC 13G/A Filing — SC 13G/A · Nov 8, 2024
CareTrust REIT Files 8-K: Financials & Other Events — 8-K · Nov 1, 2024 Risk: low
On November 1, 2024, CareTrust REIT, Inc. filed an 8-K report. The filing primarily concerns "Other Events" and "Financial Statements and Exhibits," indicating
CareTrust REIT Files Q3 2024 10-Q — 10-Q · Oct 29, 2024 Risk: medium
CareTrust REIT, Inc. filed its 10-Q for the period ending September 30, 2024. The filing details financial performance and operational updates for the third qua
SC 13G/A Filing — SC 13G/A · Oct 18, 2024
CareTrust REIT Files 8-K: Material Agreement & Financials — 8-K · Aug 29, 2024 Risk: low
On August 29, 2024, CareTrust REIT, Inc. filed an 8-K report detailing a material definitive agreement and financial statements. The filing does not disclose sp
CareTrust REIT Q2 2024 10-Q Filed — 10-Q · Aug 2, 2024 Risk: medium
CareTrust REIT, Inc. filed its 10-Q for the period ending June 30, 2024. The filing details financial performance and operational updates for the second quarter
CareTrust REIT Files 8-K for Regulation FD Disclosure — 8-K · Jun 4, 2024 Risk: low
On June 3, 2024, CareTrust REIT, Inc. (CTRE) filed an 8-K to disclose information under Regulation FD. The filing does not contain specific financial figures or
CareTrust REIT Files Material Definitive Agreement 8-K — 8-K · May 6, 2024 Risk: medium
On May 6, 2024, CareTrust REIT, Inc. filed an 8-K report detailing a material definitive agreement. The filing does not disclose specific details of the agreeme
CareTrust REIT, Inc. Files 10-Q for Period Ending March 31, 2024 — 10-Q · May 2, 2024 Risk: low
CareTrust REIT, Inc. (CTRE) filed a Quarterly Report (10-Q) with the SEC on May 2, 2024. CareTrust REIT, Inc. filed a 10-Q report for the period ending March 31
CareTrust REIT Announces Annual Meeting Date and Proposals — 8-K · Apr 29, 2024 Risk: low
On April 25, 2024, CareTrust REIT, Inc. announced that its annual meeting of stockholders will be held on May 23, 2024. At this meeting, stockholders will vote
CareTrust REIT, Inc. Files Definitive Proxy Statement — DEF 14A · Mar 8, 2024 Risk: low
CareTrust REIT, Inc. (CTRE) filed a Proxy Statement (DEF 14A) with the SEC on March 8, 2024. CareTrust REIT, Inc. filed a Definitive Proxy Statement (DEF 14A) o
SC 13G/A Filing — SC 13G/A · Feb 13, 2024
CareTrust REIT, Inc. Files 2023 Annual Report on Form 10-K — 10-K · Feb 8, 2024 Risk: medium
CareTrust REIT, Inc. (CTRE) filed a Annual Report (10-K) with the SEC on February 8, 2024. CareTrust REIT, Inc. filed its 2023 Form 10-K on February 8, 2024. Th
Wellington Management Amends CareTrust REIT Stake — SC 13G/A · Feb 8, 2024 Risk: low
Wellington Management Group LLP, a Massachusetts-based investment adviser, filed an amended Schedule 13G/A on February 8, 2024, indicating its ownership of Care
State Street Amends CareTrust REIT Stake as of 12/31/23 — SC 13G/A · Jan 30, 2024
State Street Corporation, a major financial institution, filed an amended Schedule 13G on January 30, 2024, disclosing its ownership in CareTrust REIT, Inc. as
BlackRock Amends CareTrust REIT Stake, Maintains Passive Position — SC 13G/A · Jan 19, 2024
BlackRock Inc. filed an amended SC 13G/A on January 19, 2024, disclosing its ownership in CareTrust REIT, Inc. as of December 31, 2023. This filing, an amendmen

Risk Profile

Risk Assessment: Of CTRE's 29 recent filings, 0 were flagged as high-risk, 14 as medium-risk, and 15 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.

Financial Highlights

Key financial metrics from Caretrust Reit, INC.'s most recent 10-Q filing (Nov 5, 2025):

Revenue: $132.4M
Net Income: $74.9M
EPS: $0.35
Debt-to-Equity: 0.27
Cash Position: $712.5M
Operating Margin: 56.0%
Total Assets: $5.09B
Total Debt: $893.8M

Key Executives

San Clemente, CA
Maryland
David J. Smith Jr.
Mark E. Thiele
James R. Callinan

Industry Context

The healthcare real estate sector, particularly skilled nursing and senior living facilities, is experiencing demand driven by an aging population. However, operators face challenges related to reimbursement rates, labor costs, and regulatory changes. REITs in this space focus on acquiring and leasing properties to operators, aiming for stable, long-term rental income.

Top Tags

financials (6) · REIT (6) · corporate-governance (5) · material-agreement (5) · real-estate (4) · filing (4) · sec-filing (4) · disclosure (3) · regulation-fd (3) · 10-Q (3)

Key Numbers

SEC File Number: 001-36181 — Identifier for the company's filings
IRS Employer Identification No.: 46-3999490 — Tax identification for the company
Total Revenues for Q3 2025: $132.4M — Increased 71.1% from $77.4 million in Q3 2024
Net Income Attributable to CareTrust REIT, Inc. for Q3 2025: $74.9M — Increased 124% from $33.4 million in Q3 2024
Diluted EPS for Q3 2025: $0.35 — Increased from $0.21 in Q3 2024
Real Estate Investments, net as of September 30, 2025: $3.27B — Increased from $2.23 billion at December 31, 2024
Cash and Cash Equivalents as of September 30, 2025: $712.5M — Increased from $213.8 million at December 31, 2024
Properties owned as of September 30, 2025: 399 — Includes SNFs, multi-service campuses, U.K. Care Homes, ALFs, and ILFs
Common Shares Outstanding as of September 30, 2025: 222.7M — Increased from 187.0 million at December 31, 2024
Proceeds from Issuance of Common Stock, net for 9 months ended September 30, 2025: $1.07B — Key financing activity
Proceeds from Issuance of Senior Unsecured Term Loan for 9 months ended September 30, 2025: $500M — Key financing activity
Total Other Comprehensive Loss for Q3 2025: $15.3M — Primarily due to foreign currency translation
Date of Earliest Event Reported: 20251021 — Indicates the effective date for the reported corporate actions.
Filing Date: 20251027 — The date the 8-K was officially submitted to the SEC.
Sale Price: $137.5 million — Total consideration for the sale of 26 facilities.

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Frequently Asked Questions

What are the latest SEC filings for Caretrust Reit, INC. (CTRE)?

Caretrust Reit, INC. has 36 recent SEC filings from Jan 2024 to Mar 2026, including 18 8-K, 7 SC 13G/A, 5 10-Q. Each filing includes an AI-generated plain-English summary.

What is the overall sentiment of CTRE filings?

Across 36 filings, the sentiment breakdown is: 1 bullish, 35 neutral. The dominant sentiment is neutral.

Where can I find Caretrust Reit, INC. SEC filings explained simply?

ReadTheFiling provides AI-powered plain-English summaries of all Caretrust Reit, INC. (CTRE) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.

What are the key financial highlights for Caretrust Reit, INC.?

Key financial highlights from Caretrust Reit, INC.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.

What is the investment thesis for CTRE?

The investment thesis for CTRE includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.

Who are the key executives at Caretrust Reit, INC.?

Key executives identified across Caretrust Reit, INC.'s filings include San Clemente, CA, Maryland, David J. Smith Jr., Mark E. Thiele, James R. Callinan.

What are the main risk factors for Caretrust Reit, INC. stock?

Of CTRE's 29 assessed filings, 0 were flagged high-risk, 14 medium-risk, and 15 low-risk.

What are recent predictions and forward guidance from Caretrust Reit, INC.?

Forward guidance and predictions for Caretrust Reit, INC. are extracted from SEC filings as they are enriched.