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CHCT

Community Healthcare Trust

181 hedge funds and large institutions have $786M invested in Community Healthcare Trust in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 83 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 50

0.78% more ownership

Funds ownership: 89.7%90.49% (+0.78%)

4% less funds holding

Funds holding: 188181 (-7)

8% less capital invested

Capital invested by funds: $855M → $786M (-$68.5M)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
181
Holders Change
-7
Holders Change %
-3.72%
% of All Funds
2.84%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
83
Reduced
50
Closed
19
Calls
$59K
Puts
Net Calls
+$59K
Net Calls Change
+$55K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
76
Martingale Asset Management
Massachusetts
$780K
AQR Capital Management
77
AQR Capital Management
Connecticut
$779K +$225K +6,468 +38%
Norges Bank
78
Norges Bank
Norway
$776K -$2.47M -71,000 -75%
Allianz Asset Management
79
Allianz Asset Management
Germany
$776K +$817K +23,500 New
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$773K +$2.96K +85 +0.4%
KBC Group
81
KBC Group
Belgium
$749K -$10.9K -313 -1%
UBS Group
82
UBS Group
Switzerland
$729K +$198K +5,704 +35%
TPSF
83
Texas Permanent School Fund
Texas
$711K +$15.3K +439 +2%
LMGAM
84
Liberty Mutual Group Asset Management
Massachusetts
$702K +$65.6K +1,887 +10%
BCI
85
Brinker Capital Investments
Pennsylvania
$687K -$9.53K -274 -1%
OPS
86
Orion Portfolio Solutions
Nebraska
$687K -$9.53K -274 -1%
Barclays
87
Barclays
United Kingdom
$647K +$11K +315 +2%
Ensign Peak Advisors
88
Ensign Peak Advisors
Utah
$628K
Amundi
89
Amundi
France
$611K -$155K -4,451 -20%
JAM
90
Jupiter Asset Management
United Kingdom
$609K +$642K +18,461 New
American Century Companies
91
American Century Companies
Missouri
$532K +$16.3K +470 +3%
TCM
92
Tekla Capital Management
Massachusetts
$492K
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$490K -$109K -3,123 -17%
ETC
94
Exchange Traded Concepts
Oklahoma
$487K -$17.4K -499 -3%
MC
95
Moors & Cabot
Massachusetts
$482K -$14.4K -415 -3%
Wells Fargo
96
Wells Fargo
California
$460K +$161K +4,638 +50%
State of Tennessee, Department of Treasury
97
State of Tennessee, Department of Treasury
Tennessee
$459K +$40.3K +1,160 +9%
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$455K
HSBC Holdings
99
HSBC Holdings
United Kingdom
$453K +$65.7K +1,888 +16%
AIG
100
American International Group
New York
$451K +$25K +720 +6%

CHCT Hedge Fund Activity: Q2 2023 in Review

181 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Community Healthcare Trust (CHCT) for Q2 2023, worth a combined $786M — down 8% from $855M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of CHCT and 13 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 83 added.

The largest buyer was BlackRock, adding an estimated $7.56M. The largest seller was Wafra Inc, exiting entirely with an estimated $9.29M sold.

  • 181 institutional investors held Community Healthcare Trust (CHCT) as of Q2 2023, down from 188 in Q1 2023.
  • Funds reported $786M of Community Healthcare Trust stock for Q2 2023, down 8% quarter-over-quarter.
  • 13 funds opened new Community Healthcare Trust positions in Q2 2023 and 19 closed out, a net change of -6 holders.
  • The largest Community Healthcare Trust buyer in Q2 2023 was BlackRock, an estimated $7.56M added.
  • The largest Community Healthcare Trust seller in Q2 2023 was Wafra Inc, an estimated $9.29M sold.

Based on aggregated 13F filings for Q2 2023.