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CHCT

Community Healthcare Trust

181 hedge funds and large institutions have $1.01B invested in Community Healthcare Trust in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 64

4% more capital invested

Capital invested by funds: $972M → $1.01B (+$35.3M)

0.79% less ownership

Funds ownership: 87.81%87.02% (-0.79%)

6% less funds holding

Funds holding: 192181 (-11)

34% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 29

Holders
181
Holders Change
-11
Holders Change %
-5.73%
% of All Funds
3.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
72
Reduced
64
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$214M +$2.76M +56,392 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$127M +$3.59M +73,430 +3%
State Street
3
State Street
Massachusetts
$56.4M +$2.28M +46,560 +4%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$47.8M +$11.9K +243 +0%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$45.9M +$5.5M +112,448 +13%
CCMLC
6
Cardinal Capital Management LLC (Connecticut)
Connecticut
$35M -$766K -15,654 -2%
ACB
7
Aristotle Capital Boston
Massachusetts
$29.2M -$2.48M -50,615 -8%
WHG
8
Westwood Holdings Group
Texas
$25.8M +$2.87M +58,626 +12%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$24.4M -$1.38M -28,132 -5%
Prudential Financial
10
Prudential Financial
New Jersey
$23.5M +$3M +61,269 +14%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$23M +$1.78M +36,315 +8%
KCM
12
Kennedy Capital Management
Missouri
$20.9M +$13.9M +285,007 +182%
Northern Trust
13
Northern Trust
Illinois
$16.8M -$374K -7,647 -2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$15.4M +$268K +5,486 +2%
Goldman Sachs
15
Goldman Sachs
New York
$15.2M -$2.14M -43,735 -12%
SFM
16
Systematic Financial Management
New Jersey
$14.4M -$1.33M -27,202 -8%
PCM
17
Peregrine Capital Management
Minnesota
$13M -$1.4M -28,628 -9%
Charles Schwab
18
Charles Schwab
California
$12.2M +$398K +8,145 +3%
WI
19
Wafra Inc
New York
$12M
Invesco
20
Invesco
Georgia
$11.5M +$9.77M +199,605 +469%
American Century Companies
21
American Century Companies
Missouri
$9.78M +$10.1M +206,152 New
JP Morgan Chase
22
JP Morgan Chase
New York
$9M +$1.61M +32,853 +21%
Legal & General Group
23
Legal & General Group
United Kingdom
$8.75M -$604K -12,338 -6%
Principal Financial Group
24
Principal Financial Group
Iowa
$7.54M -$57.8K -1,181 -0.7%
NC
25
Nicholas Company
Wisconsin
$7.45M -$5.38K -110 -0.1%

CHCT Hedge Fund Activity: Q2 2021 in Review

181 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Community Healthcare Trust (CHCT) for Q2 2021, worth a combined $1.01B — up 3.6% from $972M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of CHCT and 19 opened new positions — a net loss of 10 holders — while 64 trimmed existing stakes and 72 added.

The largest buyer was Kennedy Capital Management, adding an estimated $13.9M. The largest seller was Clough Capital Partners, cutting an estimated $12.2M.

  • 181 institutional investors held Community Healthcare Trust (CHCT) as of Q2 2021, down from 192 in Q1 2021.
  • Funds reported $1.01B of Community Healthcare Trust stock for Q2 2021, up 3.6% quarter-over-quarter.
  • 19 funds opened new Community Healthcare Trust positions in Q2 2021 and 29 closed out, a net change of -10 holders.
  • The largest Community Healthcare Trust buyer in Q2 2021 was Kennedy Capital Management, an estimated $13.9M added.
  • The largest Community Healthcare Trust seller in Q2 2021 was Clough Capital Partners, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2021.