Advisor Group’s Community Healthcare Trust CHCT Stock Holding History

Advisor Group’s Portfolio CHCT Stock Details CHCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$186K	Buy	4,337 +1,009	+30%	+$46K	﹤0.01%	2448
2019 Q3	$149K	Sell	3,328 -154	-4%	-$6.49K	﹤0.01%	2555
2019 Q2	$138K	Sell	3,482 -201	-5%	-$7.48K	﹤0.01%	2604
2019 Q1	$132K	Buy	3,683 +2,624	+248%	+$87.2K	﹤0.01%	2613
2018 Q4	$31K	Buy	+1,059	New	+$31.5K	﹤0.01%	3510

Other funds holding CHCT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Advisor Group's CHCT Position: Q4 2019 in Review

Advisor Group increased its Community Healthcare Trust (CHCT) stake by 30% in Q4 2019, buying an estimated $46K and bringing the position to 4,337 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Advisor Group first reported a position in CHCT in Q4 2018 and has held it in 5 quarters since. 186 funds tracked by Wall St. Rank hold CHCT as of Q4 2019.

Advisor Group held 4,337 shares of Community Healthcare Trust worth $186K as of Q4 2019.
Advisor Group bought 1,009 Community Healthcare Trust shares in Q4 2019, an estimated $46K.
Community Healthcare Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2448 holding.
Advisor Group first reported a position in Community Healthcare Trust in Q4 2018 and has held it in 5 quarters since.
186 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.