RWM
CHCT

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

Raffa 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 		– Sell
-9
Closed -$425 – 1141
2021
Q4 		$425 Sell
9
-8
-47% -$367 ﹤0.01% 1074
2021
Q3 		$768 Hold
17
– – ﹤0.01% 936
2021
Q2 		$807 Hold
17
– – ﹤0.01% 921
2021
Q1 		$784 Hold
17
– – ﹤0.01% 915
2020
Q4 		$801 Buy
17
+8
+89% +$380 ﹤0.01% 787
2020
Q3 		$421 Buy
+9
New +$412 ﹤0.01% 833
2020
Q2 		– Sell
-1
Closed -$38 – 889
2020
Q1 		$38 Buy
+1
New +$43 ﹤0.01% 862

Other funds holding CHCT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $1.49B AUM 32.81% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Raffa Wealth Management sold out of Community Healthcare Trust (CHCT) in Q1 2022, closing a stake of 9 shares — an estimated $425 sold.

Raffa Wealth Management first reported a position in CHCT in Q1 2020 and held it in 7 quarters. The position peaked at $807 in Q2 2021. 186 funds tracked by Wall St. Rank hold CHCT as of Q1 2022.

  • Raffa Wealth Management reported no remaining Community Healthcare Trust position as of Q1 2022 after selling out during the quarter.
  • Raffa Wealth Management sold 9 Community Healthcare Trust shares in Q1 2022, an estimated $425.
  • Raffa Wealth Management first reported a position in Community Healthcare Trust in Q1 2020 and held it in 7 quarters.
  • Raffa Wealth Management's Community Healthcare Trust position peaked at $807 in Q2 2021.
  • 186 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2022.

Based on Raffa Wealth Management's 13F filing for Q1 2022, filed 27 Jul 2026.