MWM
CHCT

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

Moran 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
2023
Q4 		– Sell
-37,983
Closed -$1.13M – 421
2023
Q3 		$1.13M Buy
+37,983
New +$1.27M 0.04% 257

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Moran Wealth Management's CHCT Position: Q4 2023 in Review

Moran Wealth Management sold out of Community Healthcare Trust (CHCT) in Q4 2023, closing a stake of 37,983 shares — an estimated $1.13M sold.

Moran Wealth Management first reported a position in CHCT in Q3 2023 and held it in 1 quarter. The position peaked at $1.13M in Q3 2023. 179 funds tracked by Wall St. Rank hold CHCT as of Q4 2023.

  • Moran Wealth Management reported no remaining Community Healthcare Trust position as of Q4 2023 after selling out during the quarter.
  • Moran Wealth Management sold 37,983 Community Healthcare Trust shares in Q4 2023, an estimated $1.13M.
  • Moran Wealth Management first reported a position in Community Healthcare Trust in Q3 2023 and held it in 1 quarter.
  • Moran Wealth Management's Community Healthcare Trust position peaked at $1.13M in Q3 2023.
  • 179 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q4 2023.

Based on Moran Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.