Cetera Investment Advisers
CHCT

Cetera Investment Advisers’s Community Healthcare Trust CHCT Stock Holding History

Cetera Investment Advisers’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
2022
Q3 		– Sell
-5,567
Closed -$202K – 1759
2022
Q2 		$202K Buy
5,567
+146
+3% +$5.47K ﹤0.01% 1649
2022
Q1 		$229K Sell
5,421
-384
-7% -$16.6K ﹤0.01% 1631
2021
Q4 		$274K Buy
5,805
+215
+4% +$9.88K ﹤0.01% 1541
2021
Q3 		$253K Hold
5,590
– – ﹤0.01% 1544
2021
Q2 		$265K Hold
5,590
– – ﹤0.01% 1490
2021
Q1 		$258K Hold
5,590
– – 0.01% 1331
2020
Q4 		$263K Buy
+5,590
New +$266K 0.01% 1311

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Cetera Investment Advisers's CHCT Position: Q3 2022 in Review

Cetera Investment Advisers sold out of Community Healthcare Trust (CHCT) in Q3 2022, closing a stake of 5,567 shares — an estimated $202K sold.

Cetera Investment Advisers first reported a position in CHCT in Q4 2020 and held it in 7 quarters. The position peaked at $274K in Q4 2021. 176 funds tracked by Wall St. Rank hold CHCT as of Q3 2022.

  • Cetera Investment Advisers reported no remaining Community Healthcare Trust position as of Q3 2022 after selling out during the quarter.
  • Cetera Investment Advisers sold 5,567 Community Healthcare Trust shares in Q3 2022, an estimated $202K.
  • Cetera Investment Advisers first reported a position in Community Healthcare Trust in Q4 2020 and held it in 7 quarters.
  • Cetera Investment Advisers's Community Healthcare Trust position peaked at $274K in Q4 2021.
  • 176 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q3 2022.

Based on Cetera Investment Advisers's 13F filing for Q3 2022, filed 14 Nov 2022.