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CHCT

Community Healthcare Trust

179 hedge funds and large institutions have $967M invested in Community Healthcare Trust in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 70 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 55

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

0.44% less ownership

Funds ownership: 87.02%86.58% (-0.44%)

4% less capital invested

Capital invested by funds: $1.01B → $967M (-$40.3M)

1% less funds holding

Funds holding: 181179 (-2)

Holders
179
Holders Change
-2
Holders Change %
-1.1%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
70
Reduced
55
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
151
VanEck Associates
New York
$50K +$7.76K +160 +17%
SWA
152
Sutton Wealth Advisors
Florida
$33.9K
US Bancorp
153
US Bancorp
Minnesota
$30K +$23.3K +480 +284%
Fidelity Investments
154
Fidelity Investments
Massachusetts
$22K +$2.38K +49 +11%
Lazard Asset Management
155
Lazard Asset Management
New York
$21K -$22.4K -463 -49%
GWSG
156
GPS Wealth Strategies Group
Colorado
$18K
S
157
SignatureFD
Georgia
$14K -$1.46K -30 -9%
QCG
158
Quadrant Capital Group
Ohio
$12K -$1.6K -33 -11%
FPS
159
Fieldpoint Private Securities
Connecticut
$12K
PA
160
Parallel Advisors
California
$12K +$1.65K +34 +15%
TWM
161
Tradition Wealth Management
Minnesota
$11K +$97 +2 +0.9%
CFGS
162
Concourse Financial Group Securities
Alabama
$11K +$2.33K +48 +24%
CAM
163
ClariVest Asset Management
California
$10K
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$9K
MAM
165
Meeder Asset Management
Ohio
$8K +$6.35K +131 +267%
ST
166
Sageworth Trust
Pennsylvania
$5K
TCM
167
Tradewinds Capital Management
Washington
$5K
GWS
168
Glassman Wealth Services
Virginia
$4K
PFBT
169
Parkside Financial Bank & Trust
Missouri
$3K -$194 -4 -6%
PCG
170
Private Capital Group
Connecticut
$3K +$1.84K +38 +109%
EI
171
Ellevest Inc
New York
$2K
LC
172
Lindbrook Capital
California
$2K
TWA
173
TCI Wealth Advisors
Arizona
$1K
TG
174
TCW Group
California
$916 +$983K +20,278 New
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$555 +$7.27K +150 +1%

CHCT Hedge Fund Activity: Q3 2021 in Review

179 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Community Healthcare Trust (CHCT) for Q3 2021, worth a combined $967M — down 4% from $1.01B a quarter earlier.

Fund positioning in CHCT was balanced in Q3 2021: 16 funds opened new positions, 16 closed out, 70 added to existing stakes and 55 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $14.5M. The largest seller was Nicholas Company, exiting entirely with an estimated $7.45M sold.

  • 179 institutional investors held Community Healthcare Trust (CHCT) as of Q3 2021, down from 181 in Q2 2021.
  • Funds reported $967M of Community Healthcare Trust stock for Q3 2021, down 4% quarter-over-quarter.
  • 16 funds opened new Community Healthcare Trust positions in Q3 2021 and 16 closed out, a net change of 0 holders.
  • The largest Community Healthcare Trust buyer in Q3 2021 was Westwood Holdings Group, an estimated $14.5M added.
  • The largest Community Healthcare Trust seller in Q3 2021 was Nicholas Company, an estimated $7.45M sold.

Based on aggregated 13F filings for Q3 2021.