JAM
CHCT

Jupiter Asset Management’s Community Healthcare Trust CHCT Stock Holding History

Jupiter Asset 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
2024
Q1 		– Sell
-94,956
Closed -$2.53M – 439
2023
Q4 		$2.53M Sell
94,956
-1,228
-1% -$33.8K 0.03% 311
2023
Q3 		$2.86M Buy
96,184
+77,723
+421% +$2.61M 0.03% 300
2023
Q2 		$609K Buy
+18,461
New +$642K 0.01% 456

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Jupiter Asset Management's CHCT Position: Q1 2024 in Review

Jupiter Asset Management sold out of Community Healthcare Trust (CHCT) in Q1 2024, closing a stake of 94,956 shares — an estimated $2.53M sold.

Jupiter Asset Management first reported a position in CHCT in Q2 2023 and held it in 3 quarters. The position peaked at $2.86M in Q3 2023. 173 funds tracked by Wall St. Rank hold CHCT as of Q1 2024.

  • Jupiter Asset Management reported no remaining Community Healthcare Trust position as of Q1 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 94,956 Community Healthcare Trust shares in Q1 2024, an estimated $2.53M.
  • Jupiter Asset Management first reported a position in Community Healthcare Trust in Q2 2023 and held it in 3 quarters.
  • Jupiter Asset Management's Community Healthcare Trust position peaked at $2.86M in Q3 2023.
  • 173 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2024.

Based on Jupiter Asset Management's 13F filing for Q1 2024, filed 10 May 2024.