BRWA
CHCT

B. Riley Wealth Advisors’s Community Healthcare Trust CHCT Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		– Sell
-17,801
Closed -$323K – 1163
2024
Q3 		$323K Buy
17,801
+7,431
+72% +$152K 0.01% 922
2024
Q2 		$243K Buy
+10,370
New +$252K 0.01% 1129

Other funds holding CHCT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

B. Riley Wealth Advisors's CHCT Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Community Healthcare Trust (CHCT) in Q4 2024, closing a stake of 17,801 shares — an estimated $323K sold.

B. Riley Wealth Advisors first reported a position in CHCT in Q2 2024 and held it in 2 quarters. The position peaked at $323K in Q3 2024. 176 funds tracked by Wall St. Rank hold CHCT as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Community Healthcare Trust position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 17,801 Community Healthcare Trust shares in Q4 2024, an estimated $323K.
  • B. Riley Wealth Advisors first reported a position in Community Healthcare Trust in Q2 2024 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Community Healthcare Trust position peaked at $323K in Q3 2024.
  • 176 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.