CareTrust REIT, Inc. Stock: price and directors' dealings · United States · SEC (Form 4)

About CareTrust REIT, Inc.

CareTrust REIT, Inc. (NYSE: CTRE) is a U.S.-listed healthcare real estate investment trust headquartered in Dana Point, California. The company is a self-administered REIT focused on the ownership, acquisition, financing, development, and leasing of skilled nursing facilities, senior housing communities, and other healthcare-related properties. Its business model is anchored in long-duration triple-net leases with third-party operators, a structure that makes the cash flow profile more predictable and reduces day-to-day operating exposure for the REIT itself. ([investor.caretrustreit.com](https://investor.caretrustreit.com/)) Founded in 2013, CareTrust has positioned itself as a specialist investor in defensive healthcare real estate. The company’s core revenue comes from contractual rental income, while tenants generally remain responsible for property-level costs such as taxes, insurance, maintenance, and repairs. Beyond straight property ownership, CareTrust also uses a broader capital-allocation toolkit that includes mortgage loans, mezzanine loans, preferred equity investments, and joint ventures. This flexibility allows the company to pursue opportunities across the risk-return spectrum within healthcare real estate. ([investor.caretrustreit.com](https://investor.caretrustreit.com/files/doc_financials/2025/ar/ARS-Final.pdf)) As of December 31, 2025, CareTrust owned, directly or through consolidated joint ventures, 407 skilled nursing facilities, senior housing communities, and other properties comprising 37,628 operational beds and units. Those assets were located across 32 U.S. states and the United Kingdom, with the highest concentration of rental income in California, the U.K., Texas, and Tennessee. That footprint shows a business that remains primarily U.S.-centered, but has also meaningfully expanded its geographic diversification through international exposure. ([investor.caretrustreit.com](https://investor.caretrustreit.com/files/doc_financials/2025/ar/ARS-Final.pdf)) CareTrust’s competitive position is strengthened by its focus on senior care and post-acute healthcare assets, two areas supported by long-term demographic demand. The company works with a network of operating partners and has emphasized inflation-linked rent escalators and long-term lease structures as part of its portfolio design. In late 2025, it also began using the RIDEA structure to launch a senior housing operating portfolio, or SHOP platform, which represents an important strategic broadening beyond pure triple-net ownership into direct participation in property-level operating economics. ([investor.caretrustreit.com](https://investor.caretrustreit.com/files/doc_financials/2025/ar/ARS-Final.pdf)) Recent developments have been notable. In 2025, CareTrust completed the acquisition of Care REIT plc in the United Kingdom, expanding its presence in the U.K. care home market, and it also added its first SHOP assets with the acquisition of three senior living communities in Texas. The company reported a record year of investment activity, stronger earnings metrics, and continued portfolio diversification in its latest operating updates. For investors following U.S. healthcare REITs, CTRE on the NYSE stands out as a growth-oriented platform with a combination of scale, operating partner relationships, and international reach. ([investor.caretrustreit.com](https://investor.caretrustreit.com/news/news-details/2025/CareTrust-REIT-Announces-437-Million-of-Acquisitions/default.aspx?utm_source=openai))