SFM
CHCT

Systematic Financial Management’s Community Healthcare Trust CHCT Stock Holding History

Systematic Financial 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
2026
Q1 		$17.9M Buy
1,124,886
+1,150
+0.1% +$19.4K 0.41% 98
2025
Q4 		$18.5M Buy
1,123,736
+38,532
+4% +$575K 0.43% 92
2025
Q3 		$16.6M Buy
1,085,204
+30,272
+3% +$474K 0.4% 100
2025
Q2 		$17.5M Buy
1,054,932
+13,603
+1% +$224K 0.47% 88
2025
Q1 		$18.9M Buy
1,041,329
+5,493
+0.5% +$105K 0.54% 76
2024
Q4 		$19.9M Buy
1,035,836
+99,083
+11% +$1.8M 0.51% 87
2024
Q3 		$17M Buy
936,753
+187,510
+25% +$3.83M 0.43% 100
2024
Q2 		$17.5M Buy
749,243
+55,558
+8% +$1.35M 0.53% 86
2024
Q1 		$18.4M Buy
693,685
+100,869
+17% +$2.66M 0.51% 88
2023
Q4 		$15.8M Buy
592,816
+127,058
+27% +$3.5M 0.47% 93
2023
Q3 		$13.8M Sell
465,758
-1,783
-0.4% -$59.8K 0.45% 99
2023
Q2 		$15.4M Buy
467,541
+42,136
+10% +$1.47M 0.49% 94
2023
Q1 		$15.6M Buy
425,405
+6,528
+2% +$255K 0.51% 95
2022
Q4 		$15M Sell
418,877
-5,374
-1% -$183K 0.49% 94
2022
Q3 		$13.9M Buy
424,251
+9,908
+2% +$366K 0.51% 88
2022
Q2 		$15M Buy
414,343
+65,780
+19% +$2.46M 0.52% 91
2022
Q1 		$14.7M Buy
348,563
+33,252
+11% +$1.44M 0.46% 97
2021
Q4 		$14.9M Buy
315,311
+13,617
+5% +$625K 0.44% 108
2021
Q3 		$13.6M Sell
301,694
-2,544
-0.8% -$123K 0.42% 111
2021
Q2 		$14.4M Sell
304,238
-27,202
-8% -$1.33M 0.44% 107
2021
Q1 		$15.3M Sell
331,440
-9,992
-3% -$464K 0.56% 86
2020
Q4 		$16.1M Sell
341,432
-31,584
-8% -$1.5M 0.71% 60
2020
Q3 		$17.4M Sell
373,016
-83,882
-18% -$3.84M 0.95% 27
2020
Q2 		$18.7M Buy
456,898
+4,224
+0.9% +$158K 0.97% 23
2020
Q1 		$17.3M Sell
452,674
-13,859
-3% -$603K 1.06% 17
2019
Q4 		$20M Sell
466,533
-41,223
-8% -$1.88M 0.78% 42
2019
Q3 		$22.6M Sell
507,756
-60,342
-11% -$2.54M 1.01% 11
2019
Q2 		$22.4M Sell
568,098
-152,853
-21% -$5.69M 0.87% 16
2019
Q1 		$25.9M Sell
720,951
-19,731
-3% -$656K 0.89% 11
2018
Q4 		$21.4M Buy
740,682
+36,274
+5% +$1.08M 0.66% 24
2018
Q3 		$21.8M Buy
704,408
+1,668
+0.2% +$50.9K 0.53% 43
2018
Q2 		$21M Buy
702,740
+5,139
+0.7% +$138K 0.51% 47
2018
Q1 		$18M Buy
697,601
+6,803
+1% +$172K 0.4% 79
2017
Q4 		$19.4M Sell
690,798
-57,228
-8% -$1.58M 0.39% 83
2017
Q3 		$20.2M Buy
748,026
+126,413
+20% +$3.26M 0.41% 76
2017
Q2 		$15.9M Sell
621,613
-8,600
-1% -$216K 0.29% 105
2017
Q1 		$15.1M Sell
630,213
-40,221
-6% -$919K 0.27% 110
2016
Q4 		$15.4M Sell
670,434
-37,128
-5% -$829K 0.25% 127
2016
Q3 		$15.5M Sell
707,562
-45,388
-6% -$1.02M 0.22% 127
2016
Q2 		$15.9M Buy
752,950
+342,653
+84% +$6.49M 0.22% 119
2016
Q1 		$7.59M Buy
410,297
+63,637
+18% +$1.15M 0.09% 217
2015
Q4 		$6.39M Buy
346,660
+6,024
+2% +$110K 0.07% 250
2015
Q3 		$5.42M Buy
340,636
+90,323
+36% +$1.64M 0.06% 283
2015
Q2 		$4.82M Buy
+250,313
New +$4.83M 0.04% 324

Other funds holding CHCT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Systematic Financial Management's CHCT Position: Q1 2026 in Review

Systematic Financial Management increased its Community Healthcare Trust (CHCT) stake by 0.1% in Q1 2026, buying an estimated $19.4K and bringing the position to 1,124,886 shares worth $17.9M. The position accounts for 0.41% of the portfolio, ranked #98.

Systematic Financial Management first reported a position in CHCT in Q2 2015 and has held it in 44 quarters since. The position peaked at $25.9M in Q1 2019. 162 funds tracked by Wall St. Rank hold CHCT as of Q1 2026.

  • Systematic Financial Management held 1,124,886 shares of Community Healthcare Trust worth $17.9M as of Q1 2026.
  • Systematic Financial Management bought 1,150 Community Healthcare Trust shares in Q1 2026, an estimated $19.4K.
  • Community Healthcare Trust made up 0.41% of Systematic Financial Management's portfolio in Q1 2026, its #98 holding.
  • Systematic Financial Management first reported a position in Community Healthcare Trust in Q2 2015 and has held it in 44 quarters since.
  • Systematic Financial Management's Community Healthcare Trust position peaked at $25.9M in Q1 2019.
  • 162 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2026.

Based on Systematic Financial Management's 13F filing for Q1 2026, filed 13 May 2026.