KCM
CHCT

Kennedy Capital Management’s Community Healthcare Trust CHCT Stock Holding History

Kennedy Capital 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
2026
Q1 		$14.5M Sell
911,995
-107,815
-11% -$1.82M 0.31% 107
2025
Q4 		$16.7M Buy
1,019,810
+213,349
+26% +$3.19M 0.35% 89
2025
Q3 		$12.3M Buy
806,461
+320,546
+66% +$5.02M 0.27% 125
2025
Q2 		$8.08M Sell
485,915
-62,168
-11% -$1.03M 0.19% 190
2025
Q1 		$9.95M Sell
548,083
-169,259
-24% -$3.23M 0.24% 143
2024
Q4 		$13.8M Buy
717,342
+135,462
+23% +$2.46M 0.31% 80
2024
Q3 		$10.6M Buy
581,880
+35,567
+7% +$727K 0.23% 130
2024
Q2 		$12.8M Buy
546,313
+12,203
+2% +$297K 0.27% 110
2024
Q1 		$14.2M Sell
534,110
-44,945
-8% -$1.18M 0.29% 99
2023
Q4 		$15.4M Buy
579,055
+64,017
+12% +$1.76M 0.34% 71
2023
Q3 		$15.3M Buy
515,038
+4,265
+0.8% +$143K 0.37% 60
2023
Q2 		$16.9M Buy
510,773
+76,606
+18% +$2.66M 0.39% 52
2023
Q1 		$15.9M Buy
434,167
+9,652
+2% +$376K 0.47% 40
2022
Q4 		$15.2M Buy
424,515
+12,194
+3% +$415K 0.43% 50
2022
Q3 		$13.5M Sell
412,321
-3,902
-0.9% -$144K 0.4% 61
2022
Q2 		$15.1M Sell
416,223
-5,349
-1% -$200K 0.42% 49
2022
Q1 		$17.8M Sell
421,572
-33,074
-7% -$1.43M 0.42% 48
2021
Q4 		$21.5M Sell
454,646
-10,360
-2% -$476K 0.45% 40
2021
Q3 		$21M Buy
465,006
+23,656
+5% +$1.15M 0.47% 33
2021
Q2 		$20.9M Buy
441,350
+285,007
+182% +$13.9M 0.45% 33
2021
Q1 		$7.21M Sell
156,343
-4,521
-3% -$210K 0.15% 264
2020
Q4 		$7.58M Sell
160,864
-45,475
-22% -$2.16M 0.17% 219
2020
Q3 		$9.65M Sell
206,339
-38,254
-16% -$1.75M 0.28% 98
2020
Q2 		$10M Buy
244,593
+15,979
+7% +$598K 0.29% 88
2020
Q1 		$8.75M Buy
228,614
+79,272
+53% +$3.45M 0.32% 64
2019
Q4 		$6.4M Buy
149,342
+5,395
+4% +$246K 0.16% 238
2019
Q3 		$6.41M Sell
143,947
-4,117
-3% -$173K 0.16% 224
2019
Q2 		$5.83M Sell
148,064
-1,928
-1% -$71.8K 0.14% 280
2019
Q1 		$5.38M Buy
149,992
+261
+0.2% +$8.67K 0.13% 308
2018
Q4 		$4.32M Sell
149,731
-325
-0.2% -$9.65K 0.11% 358
2018
Q3 		$4.65M Sell
150,056
-24,787
-14% -$757K 0.09% 422
2018
Q2 		$5.22M Sell
174,843
-2,871
-2% -$77K 0.1% 406
2018
Q1 		$4.57M Sell
177,714
-115,845
-39% -$2.94M 0.09% 428
2017
Q4 		$8.25M Sell
293,559
-114,920
-28% -$3.18M 0.15% 218
2017
Q3 		$11M Buy
408,479
+382,979
+1,502% +$9.87M 0.2% 165
2017
Q2 		$653K Buy
+25,500
New +$641K 0.01% 671

Other funds holding CHCT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Kennedy Capital Management's CHCT Position: Q1 2026 in Review

Kennedy Capital Management reduced its Community Healthcare Trust (CHCT) stake by 11% in Q1 2026, selling an estimated $1.82M and leaving 911,995 shares worth $14.5M. The position accounts for 0.31% of the portfolio, ranked #107.

Kennedy Capital Management first reported a position in CHCT in Q2 2017 and has held it in 36 quarters since. The position peaked at $21.5M in Q4 2021. 162 funds tracked by Wall St. Rank hold CHCT as of Q1 2026.

  • Kennedy Capital Management held 911,995 shares of Community Healthcare Trust worth $14.5M as of Q1 2026.
  • Kennedy Capital Management sold 107,815 Community Healthcare Trust shares in Q1 2026, an estimated $1.82M.
  • Community Healthcare Trust made up 0.31% of Kennedy Capital Management's portfolio in Q1 2026, its #107 holding.
  • Kennedy Capital Management first reported a position in Community Healthcare Trust in Q2 2017 and has held it in 36 quarters since.
  • Kennedy Capital Management's Community Healthcare Trust position peaked at $21.5M in Q4 2021.
  • 162 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.