We are live on ! Find out more
CHCT

Community Healthcare Trust
CHCT

192 hedge funds and large institutions have $972M invested in Community Healthcare Trust in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

2% more funds holding

Funds holding: 188 → 192 (+4)

1% less capital invested

Capital invested by funds: $985M → $972M (-$12.7M)

1.48% less ownership

Funds ownership: 89.29% → 87.81% (-1.5%)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

Holders
192
Holders Change
+4
Holders Change %
+2.13%
% of All Funds
3.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
62
Reduced
72
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$22.5M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$10.8M
3
BlackRock
BlackRock
New York
+$8.51M
4
Goldman Sachs
Goldman Sachs
New York
+$6.57M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$5.1M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$15.3M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$11.9M
3
CCP
Clough Capital Partners
Massachusetts
-$7.58M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.21M
5
Deutsche Bank
Deutsche Bank
Germany
-$5.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAMU
151
Pictet Asset Management (UK)
United Kingdom
$207K – – –
VF
152
Virtu Financial
New York
$200K +$201K +4,332 New
Osaic Holdings
153
Osaic Holdings
Arizona
$176K -$21.4K -460 -11%
MOACM
154
Mutual of America Capital Management
New York
$139K +$12.3K +264 +10%
HFM
155
Harvest Fund Management
China
$130K +$131K +2,826 New
ECM
156
EII Capital Management
New York
$112K -$68K -1,465 -38%
AIP
157
Ameritas Investment Partners
Nebraska
$86K – – –
PMFA
158
Plante Moran Financial Advisors
Michigan
$81K +$81.2K +1,750 New
Schroder Investment Management Group
159
Schroder Investment Management Group
United Kingdom
$66K +$66.3K +1,429 New
Lazard Asset Management
160
Lazard Asset Management
New York
$52K +$2.41K +52 +5%
QT
161
Quantbot Technologies
New York
$50K +$50.5K +1,087 New
MAM
162
Meeder Asset Management
Ohio
$47K +$45.7K +985 +2,141%
VanEck Associates
163
VanEck Associates
New York
$43K +$1.49K +32 +4%
SWA
164
Sutton Wealth Advisors
Florida
$34.6K – – –
IAIM
165
International Assets Investment Management
Florida
$33K – – –
Fidelity Investments
166
Fidelity Investments
Massachusetts
$20K -$4.08K -88 -17%
EVM
167
Eaton Vance Management
Massachusetts
$18K +$17.8K +384 New
GWSG
168
GPS Wealth Strategies Group
Colorado
$18K +$18.6K +400 New
QCG
169
Quadrant Capital Group
Ohio
$17K +$7.33K +158 +75%
SPIA
170
Steward Partners Investment Advisory
New York
$13.8K +$13.9K +300 New
S
171
SignatureFD
Georgia
$13K -$2.92K -63 -18%
FPS
172
Fieldpoint Private Securities
Connecticut
$12K – – –
SSWG
173
Seven Springs Wealth Group
Tennessee
$12K – – –
US Bancorp
174
US Bancorp
Minnesota
$11K – – –
TWM
175
Tradition Wealth Management
Minnesota
$11K +$93 +2 +0.9%
5 6
7
8 9

CHCT Hedge Fund Activity: Q1 2021 in Review

192 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Community Healthcare Trust (CHCT) for Q1 2021, worth a combined $972M — down 1.3% from $985M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CHCT positions and 22 closed out — a net gain of 5 holders — while 62 added to existing stakes and 72 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $22.5M. The largest seller was Wells Fargo, cutting an estimated $15.3M.

  • 192 institutional investors held Community Healthcare Trust (CHCT) as of Q1 2021, up from 188 in Q4 2020.
  • Funds reported $972M of Community Healthcare Trust stock for Q1 2021, down 1.3% quarter-over-quarter.
  • 27 funds opened new Community Healthcare Trust positions in Q1 2021 and 22 closed out, a net change of +5 holders.
  • The largest Community Healthcare Trust buyer in Q1 2021 was Westwood Holdings Group, an estimated $22.5M added.
  • The largest Community Healthcare Trust seller in Q1 2021 was Wells Fargo, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2021.