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CTRE 8-K: Secondary offering

CareTrust REIT

Filed with the SEC on · accession 0001140361-26-043831

CTRE filed a 8-K (current report) with the SEC on Nov 13, 2026. CareTrust REIT entered into forward sale agreements with Bank of America and Morgan Stanley for an aggregate of 19,550,000 shares of common stock at an initial forward sale price of $36.00 per share, with the underwriters exercising their full option for the additional 2,550,000 shares. The stock moved -0.2% by the first close after the filing.

Summary of the filing

CareTrust REIT entered into forward sale agreements with Bank of America and Morgan Stanley for an aggregate of 19,550,000 shares of common stock at an initial forward sale price of $36.00 per share, with the underwriters exercising their full option for the additional 2,550,000 shares. The company intends to physically settle the forward sales by November 12, 2027, raising capital through this forward equity offering.

For details, click here →How to read a 8-K →

Key details

Initial forward sale sharesshares 17.0M
Additional forward sale shares (option exercised in full)shares 2.5M
Total shares under forward sale agreementsshares 19.6M
Initial forward sale price per share$36
IssuerCareTrust REIT, Inc.
Forward purchaserBank of America, N.A.
Forward purchaserMorgan Stanley & Co. LLC
Underwriter and forward sellerBofA Securities, Inc.
Operating partnershipCTR Partnership, L.P.

How CTRE stock reacted

Close before

$38.15

Nov 12, 2026

First close after

-0.21%

$38.07

5 trading days

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Since filing

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Frequently asked questions

What did CTRE file with the SEC on Nov 13, 2026?

CTRE filed a 8-K (Secondary offering). CareTrust REIT entered into forward sale agreements with Bank of America and Morgan Stanley for an aggregate of 19,550,000 shares of common stock at an initial forward sale price of $36.00 per share, with the underwriters exercising their full option for the additional 2,550,000 shares. The company intends to physically settle the forward sales by November 12, 2027, raising capital through this forward equity offering.

What does a secondary offering mean for CTRE stock?

New shares dilute existing holders and are often sold at a discount to the market price.

How do I read a 8-K?

A report of a major event, filed within four business days: results, deals, leadership changes, bankruptcy and more. The "Item" number tells you the topic (e.g. 2.02 results, 5.02 executive change, 1.01 new agreement, 1.03 bankruptcy). Exhibits (99.1 press release) usually hold the details.

Why are SEC filings important?

Public companies must tell the SEC about anything that can change their value — results, leadership changes, big deals, new shares, bankruptcy. Filings are the official source, often before the news. A 8-K (current report): A report of a major event, filed within four business days: results, deals, leadership changes, bankruptcy and more.

How did CTRE stock react to this filing?

CTRE closed at $38.15 before the filing and $38.07 on Nov 13, 2026 (-0.21%).

Other CTRE SEC filings

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