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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$22.5M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$10.8M |
| 3 |
BlackRock
New York
|
+$8.51M |
| 4 |
Goldman Sachs
New York
|
+$6.57M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$15.3M |
| 2 |
Bank of New York Mellon
New York
|
-$11.9M |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$7.58M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.21M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$5.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CS
201
Cannell & Spears
New York
| – | -$229K | -4,860 | Closed |
|
|
RJA
202
Raymond James & Associates
St Petersburg,
Florida
| – | -$207K | -4,403 | Closed |
|
203
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$160K | -3,400 | Closed |
|
|
ED
204
Exane Derivatives
Paris,
France
| – | -$119K | -2,529 | Closed |
|
|
PWM
205
Perigon Wealth Management
San Francisco,
California
| – | -$72K | -1,531 | Closed |
|
|
VCG
206
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$66K | -1,401 | Closed |
|
|
CAAS
207
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$49K | -1,050 | Closed |
|
|
FTDI
208
First Trust Direct Indexing
Boston,
Massachusetts
| – | -$41K | -868 | Closed |
|
|
PWPS
209
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$6K | -107 | Closed |
|
|
AA
210
Ancora Advisors
Cleveland,
Ohio
| – | -$1K | -23 | Closed |
|
|
TF
211
Tompkins Financial
Ithaca,
New York
| – | -$1K | -16 | Closed |
|
|
HGWM
212
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$1K | -12 | Closed |
|
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.