FMII
CHCT

Farmers & Merchants Investments Inc’s Community Healthcare Trust CHCT Stock Holding History

Farmers & Merchants Investments Inc’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
-16
Closed -$290 – 1780
2024
Q3 		$290 Hold
16
– – ﹤0.01% 1746
2024
Q2 		$374 Hold
16
– – ﹤0.01% 1701
2024
Q1 		$425 Hold
16
– – ﹤0.01% 1656
2023
Q4 		$426 Hold
16
– – ﹤0.01% 1661
2023
Q3 		$475 Hold
16
– – ﹤0.01% 1599
2023
Q2 		$528 Hold
16
– – ﹤0.01% 1580
2023
Q1 		$586 Hold
16
– – ﹤0.01% 1542
2022
Q4 		$573 Hold
16
– – ﹤0.01% 1572
2022
Q3 		$1K Buy
+16
New +$592 ﹤0.01% 1198

Other funds holding CHCT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Farmers & Merchants Investments Inc's CHCT Position: Q4 2024 in Review

Farmers & Merchants Investments Inc sold out of Community Healthcare Trust (CHCT) in Q4 2024, closing a stake of 16 shares — an estimated $290 sold.

Farmers & Merchants Investments Inc first reported a position in CHCT in Q3 2022 and held it in 9 quarters. The position peaked at $1K in Q3 2022. 176 funds tracked by Wall St. Rank hold CHCT as of Q4 2024.

  • Farmers & Merchants Investments Inc reported no remaining Community Healthcare Trust position as of Q4 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 16 Community Healthcare Trust shares in Q4 2024, an estimated $290.
  • Farmers & Merchants Investments Inc first reported a position in Community Healthcare Trust in Q3 2022 and held it in 9 quarters.
  • Farmers & Merchants Investments Inc's Community Healthcare Trust position peaked at $1K in Q3 2022.
  • 176 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q4 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2024, filed 28 Jan 2025.