BIA
CHCT

Bell Investment Advisors’s Community Healthcare Trust CHCT Stock Holding History

Bell Investment 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
2023
Q4 		– Sell
-15
Closed -$446 – 1927
2023
Q3 		$446 Hold
15
– – ﹤0.01% 1837
2023
Q2 		$496 Hold
15
– – ﹤0.01% 1857
2023
Q1 		$549 Hold
15
– – ﹤0.01% 1779
2022
Q4 		$537 Hold
15
– – ﹤0.01% 1787
2022
Q3 		$0 Buy
+15
New +$555 ﹤0.01% 1749

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Bell Investment Advisors's CHCT Position: Q4 2023 in Review

Bell Investment Advisors sold out of Community Healthcare Trust (CHCT) in Q4 2023, closing a stake of 15 shares — an estimated $446 sold.

Bell Investment Advisors first reported a position in CHCT in Q3 2022 and held it in 5 quarters. The position peaked at $549 in Q1 2023. 179 funds tracked by Wall St. Rank hold CHCT as of Q4 2023.

  • Bell Investment Advisors reported no remaining Community Healthcare Trust position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 15 Community Healthcare Trust shares in Q4 2023, an estimated $446.
  • Bell Investment Advisors first reported a position in Community Healthcare Trust in Q3 2022 and held it in 5 quarters.
  • Bell Investment Advisors's Community Healthcare Trust position peaked at $549 in Q1 2023.
  • 179 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.