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CHCT

Community Healthcare Trust
CHCT

169 hedge funds and large institutions have $569M invested in Community Healthcare Trust in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

563% more call options, than puts

Call options by funds: $4M | Put options by funds: $603K

16% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 57

0.46% more ownership

Funds ownership: 88.15% → 88.6% (+0.46%)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

2% less funds holding

Funds holding: 173 → 169 (-4)

12% less capital invested

Capital invested by funds: $648M → $569M (-$79.3M)

Holders
169
Holders Change
-4
Holders Change %
-2.31%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
66
Reduced
57
Closed
27
Calls
$4M
Puts
$603K
Net Calls
+$3.39M
Net Calls Change
+$3.4M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$12.7M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.22M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$3.94M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$3.88M
5
Norges Bank
Norges Bank
Norway
+$2.44M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$8.86M
2
MIIM
Mesirow Institutional Investment Management
Illinois
-$7.83M
3
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$4.96M
4
UBS AM
UBS AM
Illinois
-$3.25M
5
Deutsche Bank
Deutsche Bank
Germany
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Asset Management
101
Mitsubishi UFJ Asset Management
Japan
$369K – – –
YIH
102
Y-Intercept (HK)
Hong Kong
$363K -$98.5K -4,053 -21%
CF
103
Corebridge Financial
Texas
$362K +$376K +15,468 New
II
104
Inspire Investing
Idaho
$355K +$39.7K +1,635 +12%
Amundi
105
Amundi
France
$342K – – –
VA
106
Vident Advisory
Georgia
$338K -$8.46K -348 -2%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$336K -$43.6K -1,793 -11%
IMRF
108
Illinois Municipal Retirement Fund
Illinois
$311K -$33.9K -1,395 -9%
Creative Planning
109
Creative Planning
Kansas
$306K +$318K +13,073 New
ATC
110
Argent Trust Co
Tennessee
$292K – – –
LSERS
111
Louisiana State Employees Retirement System
Louisiana
$288K +$7.29K +300 +3%
Natixis Advisors
112
Natixis Advisors
Massachusetts
$278K +$289K +11,897 New
Wells Fargo
113
Wells Fargo
California
$276K +$69.9K +2,878 +32%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$276K -$9.53K -392 -3%
IIM
115
INTECH Investment Management
Florida
$267K +$277K +11,395 New
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$260K – – –
American Century Companies
117
American Century Companies
Missouri
$249K +$13.4K +552 +5%
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
$246K +$413 +17 +0.2%
BRWA
119
B. Riley Wealth Advisors
Florida
$243K +$252K +10,370 New
NSEDCP
120
NJ State Employees Deferred Compensation Plan
New Jersey
$234K – – –
COPPSERS
121
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$234K -$1.34K -55 -0.5%
YCM
122
Yousif Capital Management
Michigan
$231K -$27.9K -1,149 -10%
RAM
123
Resona Asset Management
Japan
$227K +$4.84K +199 +2%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$227K +$11.4K +470 +5%
CIS
125
Connors Investor Services
Pennsylvania
$220K – – –
3 4
5
6 7

CHCT Hedge Fund Activity: Q2 2024 in Review

169 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Community Healthcare Trust (CHCT) for Q2 2024, worth a combined $569M — down 12% from $648M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of CHCT and 25 opened new positions — a net loss of 2 holders — while 57 trimmed existing stakes and 66 added.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $12.7M. The largest seller was Prudential Financial, cutting an estimated $8.86M.

  • 169 institutional investors held Community Healthcare Trust (CHCT) as of Q2 2024, down from 173 in Q1 2024.
  • Funds reported $569M of Community Healthcare Trust stock for Q2 2024, down 12% quarter-over-quarter.
  • 25 funds opened new Community Healthcare Trust positions in Q2 2024 and 27 closed out, a net change of -2 holders.
  • The largest Community Healthcare Trust buyer in Q2 2024 was Focus Partners Wealth, an estimated $12.7M added.
  • The largest Community Healthcare Trust seller in Q2 2024 was Prudential Financial, an estimated $8.86M sold.

Based on aggregated 13F filings for Q2 2024.