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

Midwest 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
2022 Q1	$1.2M	Buy	28,311 +113	+0.4%	+$4.89K	0.73%	72
2021 Q4	$1.33M	Buy	28,198 +4,327	+18%	+$199K	0.83%	65
2021 Q3	$1.08M	Buy	23,871 +560	+2%	+$27.2K	0.74%	71
2021 Q2	$1.11M	Buy	23,311 +1,267	+6%	+$62K	0.79%	64
2021 Q1	$1.02M	Buy	22,044 +2,427	+12%	+$113K	0.83%	57
2020 Q4	$924K	Buy	+19,617	New	+$933K	0.84%	52

Other funds holding CHCT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Midwest Wealth Management's CHCT Position: Q1 2022 in Review

Midwest Wealth Management increased its Community Healthcare Trust (CHCT) stake by 0.4% in Q1 2022, buying an estimated $4.89K and bringing the position to 28,311 shares worth $1.2M. The position accounts for 0.73% of the portfolio, ranked #72.

Midwest Wealth Management first reported a position in CHCT in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.33M in Q4 2021. 186 funds tracked by Wall St. Rank hold CHCT as of Q1 2022.

Midwest Wealth Management held 28,311 shares of Community Healthcare Trust worth $1.2M as of Q1 2022.
Midwest Wealth Management bought 113 Community Healthcare Trust shares in Q1 2022, an estimated $4.89K.
Community Healthcare Trust made up 0.73% of Midwest Wealth Management's portfolio in Q1 2022, its #72 holding.
Midwest Wealth Management first reported a position in Community Healthcare Trust in Q4 2020 and has held it in 6 quarters since.
Midwest Wealth Management's Community Healthcare Trust position peaked at $1.33M in Q4 2021.
186 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.