SWM
CHCT

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

Sanctuary 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
2024
Q4 		$5.05K Buy
263
+108
+70% +$1.96K ﹤0.01% 194
2024
Q3 		$2.81K Buy
155
+113
+269% +$2.31K ﹤0.01% 226
2024
Q2 		$982 Buy
+42
New +$1.02K ﹤0.01% 235

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

Sanctuary Wealth Management's CHCT Position: Q4 2024 in Review

Sanctuary Wealth Management increased its Community Healthcare Trust (CHCT) stake by 70% in Q4 2024, buying an estimated $1.96K and bringing the position to 263 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

Sanctuary Wealth Management first reported a position in CHCT in Q2 2024 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold CHCT as of Q4 2024.

  • Sanctuary Wealth Management held 263 shares of Community Healthcare Trust worth $5.05K as of Q4 2024.
  • Sanctuary Wealth Management bought 108 Community Healthcare Trust shares in Q4 2024, an estimated $1.96K.
  • Community Healthcare Trust made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #194 holding.
  • Sanctuary Wealth Management first reported a position in Community Healthcare Trust in Q2 2024 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.