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CHCT

Community Healthcare Trust

176 hedge funds and large institutions have $454M invested in Community Healthcare Trust in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more call options, than puts

Call options by funds: $5.44M | Put options by funds: $1.22M

3% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 63

1.76% less ownership

Funds ownership: 85.48%83.72% (-1.8%)

4% less funds holding

Funds holding: 183176 (-7)

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

16% less capital invested

Capital invested by funds: $538M → $454M (-$84.3M)

Holders
176
Holders Change
-7
Holders Change %
-3.83%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
61
Reduced
63
Closed
35
Calls
$5.44M
Puts
$1.22M
Net Calls
+$4.22M
Net Calls Change
+$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$52.7M +$9.1M +501,690 +22%
Vanguard Group
2
Vanguard Group
Pennsylvania
$52.4M -$698K -38,508 -1%
Macquarie Group
3
Macquarie Group
Australia
$20.7M -$2.57M -141,867 -12%
SFM
4
Systematic Financial Management
New Jersey
$19.9M +$1.8M +99,083 +11%
State Street
5
State Street
Massachusetts
$18.2M +$191K +10,560 +1%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$14.3M +$10M +551,445 +285%
KCM
7
Kennedy Capital Management
Missouri
$13.8M +$2.46M +135,462 +23%
ACB
8
Aristotle Capital Boston
Massachusetts
$13.5M -$1.53M -84,119 -11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$13M +$72.3K +3,988 +0.6%
N
10
Nuveen
North Carolina
$12.9M +$6.93M +382,324 +133%
Invesco
11
Invesco
Georgia
$11.6M +$10.1M +558,384 +1,233%
Millennium Management
12
Millennium Management
New York
$11.6M -$421K -23,220 -4%
Mirae Asset Global ETFs Holdings
13
Mirae Asset Global ETFs Holdings
Hong Kong
$9.1M +$403K +22,249 +5%
PCM
14
Palisade Capital Management
New Jersey
$8.54M -$239K -13,192 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$8.5M -$845K -46,610 -10%
PFC
16
Phocas Financial Corp
California
$7.87M +$3.74M +206,374 +102%
JP Morgan Chase
17
JP Morgan Chase
New York
$7.76M +$1.43M +79,116 +24%
DRZID
18
DePrince Race & Zollo Inc (DRZ)
Florida
$6.93M +$1.11M +61,327 +20%
Charles Schwab
19
Charles Schwab
California
$6.93M +$2.42M +133,482 +59%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$6.18M -$577K -31,826 -9%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$6.04M -$85.7K -4,729 -1%
Two Sigma Investments
22
Two Sigma Investments
New York
$5.61M +$1.25M +68,996 +31%
Northern Trust
23
Northern Trust
Illinois
$5.34M +$531K +29,314 +12%
Citadel Advisors
24
Citadel Advisors
Florida
$5.24M -$1.36M -74,832 -22%
Morgan Stanley
25
Morgan Stanley
New York
$4.86M -$787K -43,422 -15%

CHCT Hedge Fund Activity: Q4 2024 in Review

176 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Community Healthcare Trust (CHCT) for Q4 2024, worth a combined $454M — down 16% from $538M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of CHCT and 30 opened new positions — a net loss of 5 holders — while 63 trimmed existing stakes and 61 added.

The largest buyer was Invesco, adding an estimated $10.1M. The largest seller was Balyasny Asset Management, cutting an estimated $9.03M.

  • 176 institutional investors held Community Healthcare Trust (CHCT) as of Q4 2024, down from 183 in Q3 2024.
  • Funds reported $454M of Community Healthcare Trust stock for Q4 2024, down 16% quarter-over-quarter.
  • 30 funds opened new Community Healthcare Trust positions in Q4 2024 and 35 closed out, a net change of -5 holders.
  • The largest Community Healthcare Trust buyer in Q4 2024 was Invesco, an estimated $10.1M added.
  • The largest Community Healthcare Trust seller in Q4 2024 was Balyasny Asset Management, an estimated $9.03M sold.

Based on aggregated 13F filings for Q4 2024.