New York Life Investment Management LLC

Position in CTRE — CareTrust REIT, Inc.

CIK 1133639 New York, NY

Position in CTRE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,146,101

+$129,540 QoQ

Shares Held

28,404

+2.4% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#238

of 514 holders

Holding Since

Jun 2022

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

New York Life Investment Management LLC holds $36,424,445 across 5 REIT - Healthcare Facilities names. CTRE ranks #4 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	105,305	$23,901,075
2	VTR	Ventas, Inc.	72,619	$6,448,567
3	DOC	Healthpeak Properties, Inc.	186,615	$3,993,561
4	CTRE	CareTrust REIT, Inc. This page	28,404	$1,146,101
5	HR	Healthcare Realty Trust Inc	46,363	$935,141

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,146,101	28,404	+2.4%	Shares	Sole	2026-08-10
2026-03-31	$1,016,561	27,737	+53.6%	Shares	Sole	2026-05-07
2024-09-30	$557,177	18,055	-17.2%	Shares	Sole	2024-11-07
2024-06-30	$547,431	21,810	+16.3%	Shares	Sole	2024-08-05
2024-03-31	$457,156	18,759	+6.7%	Shares	Sole	2024-05-06
2023-12-31	$393,641	17,589	-38.1%	Shares	Sole	2024-02-06
2022-06-30	$523,603	28,395	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.