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CHCT

Community Healthcare Trust
CHCT

186 hedge funds and large institutions have $1.03B invested in Community Healthcare Trust in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

32% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 60

7% more capital invested

Capital invested by funds: $967M → $1.03B (+$64.5M)

4% more funds holding

Funds holding: 179 → 186 (+7)

1.01% more ownership

Funds ownership: 86.58% → 87.59% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
186
Holders Change
+7
Holders Change %
+3.91%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
79
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$14.1M
2
WHG
Westwood Holdings Group
Texas
+$10.7M
3
PCM
Palisade Capital Management
New Jersey
+$7.27M
4
State Street
State Street
Massachusetts
+$5.26M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.45M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$13.9M
2
Goldman Sachs
Goldman Sachs
New York
-$8.29M
3
American Century Companies
American Century Companies
Missouri
-$3.14M
4
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$2.72M
5
PCM
Peregrine Capital Management
Minnesota
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$87K -$89K -1,937 -51%
SFM
152
Signet Financial Management
New Jersey
$36K +$35.3K +769 New
SWA
153
Sutton Wealth Advisors
Florida
$35.7K +$230 +5 +0.7%
AIP
154
Ahrens Investment Partners
Louisiana
$33K +$32.2K +700 New
Lazard Asset Management
155
Lazard Asset Management
New York
$22K – – –
Fidelity Investments
156
Fidelity Investments
Massachusetts
$21K -$1.47K -32 -7%
GWSG
157
GPS Wealth Strategies Group
Colorado
$19K – – –
NFG
158
Next Financial Group
Texas
$18K +$17.8K +388 New
S
159
SignatureFD
Georgia
$16K +$1.52K +33 +11%
CFGS
160
Concourse Financial Group Securities
Alabama
$16K +$3.72K +81 +33%
FPS
161
Fieldpoint Private Securities
Connecticut
$13K – – –
PA
162
Parallel Advisors
California
$11K -$1.56K -34 -13%
TWM
163
Tradition Wealth Management
Minnesota
$11K +$138 +3 +1%
CAM
164
ClariVest Asset Management
California
$10K – – –
EVM
165
Eaton Vance Management
Massachusetts
$10K +$643 +14 +7%
US Bancorp
166
US Bancorp
Minnesota
$9K -$21.3K -463 -71%
UB
167
UMB Bank
Missouri
$6K +$6.06K +132 New
TCM
168
Tradewinds Capital Management
Washington
$5K – – –
PCG
169
Private Capital Group
Connecticut
$4K – – –
Bessemer Group
170
Bessemer Group
New Jersey
$4K +$3.95K +86 New
KFS
171
Kelly Financial Services
Massachusetts
$3.63K +$3.54K +77 New
QCG
172
Quadrant Capital Group
Ohio
$3K -$9.78K -213 -80%
PFBT
173
Parkside Financial Bank & Trust
Missouri
$3K – – –
STCOSD
174
Sageworth Trust Company of South Dakota
South Dakota
$3K +$3.26K +71 New
GWS
175
Glassman Wealth Services
Virginia
$2K -$1.65K -36 -45%
4 5 6
7
8

CHCT Hedge Fund Activity: Q4 2021 in Review

186 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Community Healthcare Trust (CHCT) for Q4 2021, worth a combined $1.03B — up 6.7% from $967M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CHCT positions and 14 closed out — a net gain of 7 holders — while 79 added to existing stakes and 60 trimmed.

The largest buyer was BlackRock, adding an estimated $14.1M. The largest seller was Bank of New York Mellon, cutting an estimated $13.9M.

  • 186 institutional investors held Community Healthcare Trust (CHCT) as of Q4 2021, up from 179 in Q3 2021.
  • Funds reported $1.03B of Community Healthcare Trust stock for Q4 2021, up 6.7% quarter-over-quarter.
  • 21 funds opened new Community Healthcare Trust positions in Q4 2021 and 14 closed out, a net change of +7 holders.
  • The largest Community Healthcare Trust buyer in Q4 2021 was BlackRock, an estimated $14.1M added.
  • The largest Community Healthcare Trust seller in Q4 2021 was Bank of New York Mellon, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2021.