LFA
CHCT

LGT Financial Advisors’s Community Healthcare Trust CHCT Stock Holding History

LGT Financial Advisors’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
Q2 		– Sell
-90
Closed -$2.39K – 790
2024
Q1 		$2.39K Hold
90
– – ﹤0.01% 739
2023
Q4 		$2.4K Buy
90
+16
+22% +$441 ﹤0.01% 787
2023
Q3 		$2.2K Buy
+74
New +$2.48K ﹤0.01% 826

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LGT Financial Advisors's CHCT Position: Q2 2024 in Review

LGT Financial Advisors sold out of Community Healthcare Trust (CHCT) in Q2 2024, closing a stake of 90 shares — an estimated $2.39K sold.

LGT Financial Advisors first reported a position in CHCT in Q3 2023 and held it in 3 quarters. The position peaked at $2.4K in Q4 2023. 169 funds tracked by Wall St. Rank hold CHCT as of Q2 2024.

  • LGT Financial Advisors reported no remaining Community Healthcare Trust position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 90 Community Healthcare Trust shares in Q2 2024, an estimated $2.39K.
  • LGT Financial Advisors first reported a position in Community Healthcare Trust in Q3 2023 and held it in 3 quarters.
  • LGT Financial Advisors's Community Healthcare Trust position peaked at $2.4K in Q4 2023.
  • 169 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.