PWMG
CHCT

Private Wealth Management Group’s Community Healthcare Trust CHCT Stock Holding History

Private Wealth Management Group’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
Q4 		– Sell
-112
Closed -$2.03K – 1520
2024
Q3 		$2.03K Buy
112
+84
+300% +$1.72K ﹤0.01% 1060
2024
Q2 		$655 Buy
+28
New +$681 ﹤0.01% 1383

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Private Wealth Management Group's CHCT Position: Q4 2024 in Review

Private Wealth Management Group sold out of Community Healthcare Trust (CHCT) in Q4 2024, closing a stake of 112 shares — an estimated $2.03K sold.

Private Wealth Management Group first reported a position in CHCT in Q2 2024 and held it in 2 quarters. The position peaked at $2.03K in Q3 2024. 176 funds tracked by Wall St. Rank hold CHCT as of Q4 2024.

  • Private Wealth Management Group reported no remaining Community Healthcare Trust position as of Q4 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 112 Community Healthcare Trust shares in Q4 2024, an estimated $2.03K.
  • Private Wealth Management Group first reported a position in Community Healthcare Trust in Q2 2024 and held it in 2 quarters.
  • Private Wealth Management Group's Community Healthcare Trust position peaked at $2.03K in Q3 2024.
  • 176 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q4 2024.

Based on Private Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.