Wipfli Financial Advisors’s Community Healthcare Trust CHCT Stock Holding History

Wipfli Financial Advisors’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 Q3	$15K	Buy	+464	New	+$17.2K	﹤0.01%	1680

Other funds holding CHCT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Wipfli Financial Advisors's CHCT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Community Healthcare Trust (CHCT) in Q3 2022: 464 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1680 among its holdings.

176 funds tracked by Wall St. Rank hold CHCT as of Q3 2022.

Wipfli Financial Advisors held 464 shares of Community Healthcare Trust worth $15K as of Q3 2022.
Community Healthcare Trust was a new Wipfli Financial Advisors position in Q3 2022.
Community Healthcare Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1680 holding.
176 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.