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CHCT

Community Healthcare Trust

188 hedge funds and large institutions have $855M invested in Community Healthcare Trust in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

24% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 62

6% more capital invested

Capital invested by funds: $808M → $855M (+$47M)

2% more funds holding

Funds holding: 184188 (+4)

0.76% less ownership

Funds ownership: 90.47%89.7% (-0.76%)

Holders
188
Holders Change
+4
Holders Change %
+2.17%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
77
Reduced
62
Closed
14
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$170M -$2.5M -63,986 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$106M +$1.93M +49,497 +2%
State Street
3
State Street
Massachusetts
$56M -$238K -6,114 -0.4%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$39M +$204K +5,232 +0.5%
Millennium Management
5
Millennium Management
New York
$26.4M +$280K +7,185 +1%
Prudential Financial
6
Prudential Financial
New Jersey
$26M +$2.76M +70,676 +11%
ACB
7
Aristotle Capital Boston
Massachusetts
$21.9M +$649K +16,651 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$21.4M -$605K -15,506 -3%
CW
9
Connectus Wealth
Ohio
$20.4M +$18.7K +479 +0.1%
CCMLC
10
Cardinal Capital Management LLC (Connecticut)
Connecticut
$19M -$1.13M -28,971 -5%
PCM
11
Palisade Capital Management
New Jersey
$18.9M +$3.18M +81,526 +19%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$18.6M +$368K +9,433 +2%
KCM
13
Kennedy Capital Management
Missouri
$15.9M +$376K +9,652 +2%
SFM
14
Systematic Financial Management
New Jersey
$15.6M +$255K +6,528 +2%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$15.2M -$2.99M -76,705 -16%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$12.2M +$490K +12,568 +4%
Northern Trust
17
Northern Trust
Illinois
$10.4M -$87.8K -2,250 -0.8%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$10.1M -$885K -22,695 -8%
JP Morgan Chase
19
JP Morgan Chase
New York
$9.85M +$5.54M +141,996 +112%
PCM
20
Peregrine Capital Management
Minnesota
$9.53M -$477K -12,217 -4%
WI
21
Wafra Inc
New York
$9.29M
Morgan Stanley
22
Morgan Stanley
New York
$8.3M +$499K +12,803 +6%
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$7.82M -$374K -9,580 -4%
Charles Schwab
24
Charles Schwab
California
$6.86M +$819 +21 +0%
Legal & General Group
25
Legal & General Group
United Kingdom
$6.84M -$133K -3,415 -2%

CHCT Hedge Fund Activity: Q1 2023 in Review

188 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Community Healthcare Trust (CHCT) for Q1 2023, worth a combined $855M — up 5.8% from $808M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CHCT positions and 14 closed out — a net gain of 5 holders — while 77 added to existing stakes and 62 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.54M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $2.99M.

  • 188 institutional investors held Community Healthcare Trust (CHCT) as of Q1 2023, up from 184 in Q4 2022.
  • Funds reported $855M of Community Healthcare Trust stock for Q1 2023, up 5.8% quarter-over-quarter.
  • 19 funds opened new Community Healthcare Trust positions in Q1 2023 and 14 closed out, a net change of +5 holders.
  • The largest Community Healthcare Trust buyer in Q1 2023 was JP Morgan Chase, an estimated $5.54M added.
  • The largest Community Healthcare Trust seller in Q1 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $2.99M sold.

Based on aggregated 13F filings for Q1 2023.