Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Each tie as a share of each side’s annual revenue; the bigger share is the more dependent side.
| Partner | % of their revenue | % of CTRE revenue | Skew |
|---|---|---|---|
| ENSGEnsign | 1.96% | 26.00% | 13× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“As of December 31, 2024, properties leased to Ensign and held for investment represented $68.2 million, or 26%, of total annualized contractual rental income, and properties leased to Pennant under the Pennant Master Lease for which Ensign provides a guaranty (the "Pennant Guaranty") represented $7.5 million, or 3%, of total annualized contractual rental income.”
$99M relationship13× more of CTRE’s book than ENSG’s
basisCTRE fy2025 · closed 2025-12 $381MENSG fy2025 · closed 2025-12 $5.1B
FILING10-K0001628280-25-005118cik 0001590717
“As of December 31, 2024, annualized contractual rental income from the PACS Master Lease was $20.0 million (excluding the facility classified as held for sale), and annualized contractual rental income from all PACS leases was $37.9 million, representing 8% and 15% of total annualized contractual rental income, respectively.”
$57M relationship
basisCTRE fy2025 · closed 2025-12 $381M
FILING10-K
“As of December 31, 2024, annualized contractual rental income from the PMG Master Lease was $31.9 million, representing 12% of total annualized contractual rental income.”
$46M relationship
basisCTRE fy2025 · closed 2025-12 $381M
FILING10-K0001628280-25-005118
“As of December 31, 2024, properties leased to Ensign and held for investment represented $68.2 million, or 26%, of total annualized contractual rental income, and properties leased to Pennant under the Pennant Master Lease for which Ensign provides a guaranty (the "Pennant Guaranty") represented $7.5 million, or 3%, of total annualized contractual rental income.”
$11M relationship
basisCTRE fy2025 · closed 2025-12 $381M
FILING10-K
“On May 8, 2025, we closed our acquisition (the "Care REIT Acquisition") of Care REIT plc ("Care REIT").”
FILING10-K0001628280-26-007664cik 0001590717
“In connection with this acquisition, on June 30, 2025, we also acquired substantially all of the assets of Impact Health Partners LLP, the investment manager of Care REIT (together with the Care REIT Acquisition, the "Acquisition").”
FILING10-K0001628280-26-007664cik 0001590717
“On June 3, 2024, KeyBank National Association purchased a $75.0 million undivided participation interest in a $165.0 million mortgage loan from us (see Note 5, Other Real Estate Related and Other Investments , for additional information).”
FILING10-K0001628280-25-005118cik 0001590717
Watchlist prices, news filtered to it, and its next report on your desk.
CareTrust REIT, Inc. has 3 disclosed suppliers and 4 disclosed customers, each named in an SEC filing with the sentence that discloses it.
CTRE (CareTrust REIT, Inc.) has 3 disclosed suppliers and 4 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
CareTrust REIT, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Real Estate Investment Trusts
High 38.63 at 9:45 am ET, low 37.76 at 3:30 pm ET.