GWM
CHCT

Greenwich Wealth Management’s Community Healthcare Trust CHCT Stock Holding History

Greenwich Wealth Management’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
2021
Q2 		– Sell
-6,001
Closed -$277K – 228
2021
Q1 		$277K Hold
6,001
– – 0.02% 173
2020
Q4 		$283K Hold
6,001
– – 0.02% 157
2020
Q3 		$281K Hold
6,001
– – 0.05% 153
2020
Q2 		$245K Buy
+6,001
New +$224K 0.05% 156

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Greenwich Wealth Management's CHCT Position: Q2 2021 in Review

Greenwich Wealth Management sold out of Community Healthcare Trust (CHCT) in Q2 2021, closing a stake of 6,001 shares — an estimated $277K sold.

Greenwich Wealth Management first reported a position in CHCT in Q2 2020 and held it in 4 quarters. The position peaked at $283K in Q4 2020. 181 funds tracked by Wall St. Rank hold CHCT as of Q2 2021.

  • Greenwich Wealth Management reported no remaining Community Healthcare Trust position as of Q2 2021 after selling out during the quarter.
  • Greenwich Wealth Management sold 6,001 Community Healthcare Trust shares in Q2 2021, an estimated $277K.
  • Greenwich Wealth Management first reported a position in Community Healthcare Trust in Q2 2020 and held it in 4 quarters.
  • Greenwich Wealth Management's Community Healthcare Trust position peaked at $283K in Q4 2020.
  • 181 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2021.

Based on Greenwich Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.