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CHCT

Community Healthcare Trust

183 hedge funds and large institutions have $538M invested in Community Healthcare Trust in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 36

25% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 51

8% more funds holding

Funds holding: 169183 (+14)

7% less call options, than puts

Call options by funds: $4.11M | Put options by funds: $4.4M

3.13% less ownership

Funds ownership: 88.6%85.48% (-3.1%)

5% less capital invested

Capital invested by funds: $569M → $538M (-$30.5M)

Holders
183
Holders Change
+14
Holders Change %
+8.28%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
50
Increased
64
Reduced
51
Closed
36
Calls
$4.11M
Puts
$4.4M
Net Calls
-$287K
Net Calls Change
-$3.68M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
176
Lindbrook Capital
California
$472 -$2.88K -141 -84%
SAM
177
Smartleaf Asset Management
Massachusetts
$410 +$470 +23 New
FMII
178
Farmers & Merchants Investments Inc
Nebraska
$290
RIL
179
Rothschild Investment LLC
Illinois
$272 +$204 +10 +200%
BF
180
BOK Financial
Oklahoma
$258 +$307 +15 New
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$200 -$1.7K -83 -88%
MFG
182
Mendota Financial Group
Wisconsin
$55 +$61 +3 New
DF
183
Dunhill Financial
United Kingdom
$42 +$41 +2 New
FP
184
Foundry Partners
Minnesota
-$3.05M -130,330 Closed
Principal Financial Group
185
Principal Financial Group
Iowa
-$2.83M -121,056 Closed
CCMLC
186
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$2.44M -104,106 Closed
GLA
187
Great Lakes Advisors
Illinois
-$2.35M -100,663 Closed
OCBCO
188
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$1.67M -71,327 Closed
Ameriprise
189
Ameriprise
Minnesota
-$1.53M -65,388 Closed
Public Sector Pension Investment Board (PSP Investments)
190
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$1.26M -53,842 Closed
New York State Teachers Retirement System (NYSTRS)
191
New York State Teachers Retirement System (NYSTRS)
New York
-$1.15M -49,211 Closed
CRC
192
Curi RMB Capital
Illinois
-$893K -38,175 Closed
AQR Capital Management
193
AQR Capital Management
Connecticut
-$765K -32,713 Closed
CIC
194
Cornercap Investment Counsel
Georgia
-$744K -31,826 Closed
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
-$475K -20,321 Closed
HSBC Holdings
196
HSBC Holdings
United Kingdom
-$474K -20,320 Closed
NGA
197
Naples Global Advisors
Florida
-$370K -15,825 Closed
Amundi
198
Amundi
France
-$342K -14,771 Closed
IMRF
199
Illinois Municipal Retirement Fund
Illinois
-$311K -13,308 Closed
Creative Planning
200
Creative Planning
Kansas
-$306K -13,073 Closed

CHCT Hedge Fund Activity: Q3 2024 in Review

183 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Community Healthcare Trust (CHCT) for Q3 2024, worth a combined $538M — down 5.4% from $569M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new CHCT positions and 36 closed out — a net gain of 14 holders — while 64 added to existing stakes and 51 trimmed.

The largest buyer was Millennium Management, adding an estimated $11.6M. The largest seller was BlackRock, cutting an estimated $49.6M.

  • 183 institutional investors held Community Healthcare Trust (CHCT) as of Q3 2024, up from 169 in Q2 2024.
  • Funds reported $538M of Community Healthcare Trust stock for Q3 2024, down 5.4% quarter-over-quarter.
  • 50 funds opened new Community Healthcare Trust positions in Q3 2024 and 36 closed out, a net change of +14 holders.
  • The largest Community Healthcare Trust buyer in Q3 2024 was Millennium Management, an estimated $11.6M added.
  • The largest Community Healthcare Trust seller in Q3 2024 was BlackRock, an estimated $49.6M sold.

Based on aggregated 13F filings for Q3 2024.