YCM
CHCT

Yousif Capital Management’s Community Healthcare Trust CHCT Stock Holding History

Yousif Capital 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
Q3 		– Sell
-9,888
Closed -$231K – 1968
2024
Q2 		$231K Sell
9,888
-1,149
-10% -$27.9K ﹤0.01% 1791
2024
Q1 		$293K Sell
11,037
-1,580
-13% -$41.7K ﹤0.01% 1751
2023
Q4 		$336K Buy
12,617
+310
+3% +$8.54K ﹤0.01% 1714
2023
Q3 		$366K Sell
12,307
-680
-5% -$22.8K ﹤0.01% 1636
2023
Q2 		$429K Sell
12,987
-310
-2% -$10.8K 0.01% 1553
2023
Q1 		$487K Sell
13,297
-1,570
-11% -$61.2K 0.01% 1501
2022
Q4 		$532K Sell
14,867
-4,035
-21% -$137K 0.01% 1473
2022
Q3 		$619K Sell
18,902
-344
-2% -$12.7K 0.01% 1425
2022
Q2 		$697K Sell
19,246
-2,120
-10% -$79.4K 0.01% 1413
2022
Q1 		$902K Sell
21,366
-55
-0.3% -$2.38K 0.01% 1391
2021
Q4 		$1.01M Buy
+21,421
New +$984K 0.01% 1361

Other funds holding CHCT

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Yousif Capital Management's CHCT Position: Q3 2024 in Review

Yousif Capital Management sold out of Community Healthcare Trust (CHCT) in Q3 2024, closing a stake of 9,888 shares — an estimated $231K sold.

Yousif Capital Management first reported a position in CHCT in Q4 2021 and held it in 11 quarters. The position peaked at $1.01M in Q4 2021. 183 funds tracked by Wall St. Rank hold CHCT as of Q3 2024.

  • Yousif Capital Management reported no remaining Community Healthcare Trust position as of Q3 2024 after selling out during the quarter.
  • Yousif Capital Management sold 9,888 Community Healthcare Trust shares in Q3 2024, an estimated $231K.
  • Yousif Capital Management first reported a position in Community Healthcare Trust in Q4 2021 and held it in 11 quarters.
  • Yousif Capital Management's Community Healthcare Trust position peaked at $1.01M in Q4 2021.
  • 183 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q3 2024.

Based on Yousif Capital Management's 13F filing for Q3 2024, filed 30 Oct 2024.