Lido Advisors
CHCT

Lido Advisors’s Community Healthcare Trust CHCT Stock Holding History

Lido 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
2022
Q3 		– Sell
-8,597
Closed -$311K – 960
2022
Q2 		$311K Buy
+8,597
New +$322K ﹤0.01% 727

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Lido Advisors's CHCT Position: Q3 2022 in Review

Lido Advisors sold out of Community Healthcare Trust (CHCT) in Q3 2022, closing a stake of 8,597 shares — an estimated $311K sold.

Lido Advisors first reported a position in CHCT in Q2 2022 and held it in 1 quarter. The position peaked at $311K in Q2 2022. 176 funds tracked by Wall St. Rank hold CHCT as of Q3 2022.

  • Lido Advisors reported no remaining Community Healthcare Trust position as of Q3 2022 after selling out during the quarter.
  • Lido Advisors sold 8,597 Community Healthcare Trust shares in Q3 2022, an estimated $311K.
  • Lido Advisors first reported a position in Community Healthcare Trust in Q2 2022 and held it in 1 quarter.
  • Lido Advisors's Community Healthcare Trust position peaked at $311K in Q2 2022.
  • 176 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q3 2022.

Based on Lido Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.