KENNEDY CAPITAL MANAGEMENT LLC CHCT — COMMUNITY HEALTHCARE TRUST INC

Ownership history in KENNEDY CAPITAL MANAGEMENT LLC  ·  35 quarters on record

AI Ownership Summary

KENNEDY CAPITAL MANAGEMENT LLC reported COMMUNITY HEALTHCARE TRUST INC (CHCT) in 35 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.35% in 2025 Q4. The latest visible filing shows CHCT at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CHCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KENNEDY CAPITAL MANAGEMENT LLC's position in COMMUNITY HEALTHCARE TRUST INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CHCT was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CHCT stock page KENNEDY CAPITAL MANAGEMENT LLC fund profile KENNEDY CAPITAL MANAGEMENT LLC full holdings
How KENNEDY CAPITAL MANAGEMENT LLC held CHCT — position size vs. price
% of Fund (quarterly)    CHCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 1,019,810 +213,349 +26.5% 0.35% $16.7M 2026-02-14 (Est.) $17.15
2025 Q3 ADDED — — — 806,461 +320,546 +66.0% 0.27% $12.3M 2025-11-13 $14.15
2025 Q2 REDUCED 11.3% -6.7% ✅ 485,915 -62,168 -11.3% 0.19% $8.1M 2025-08-13 $14.12
2025 Q1 REDUCED 23.6% -5.8% ✅ 548,083 -169,259 -23.6% 0.24% $10.0M 2025-05-13 $14.82
2024 Q4 ADDED — — — 717,342 +135,462 +23.3% 0.31% $13.8M 2025-02-13 $17.18
2024 Q3 ADDED — — — 581,880 +35,567 +6.5% 0.23% $10.6M 2024-11-14 $16.12
2024 Q2 ADDED — — — 546,313 +12,203 +2.3% 0.27% $12.8M 2024-08-14 $15.20
2024 Q1 REDUCED 7.8% -12.3% ✅ 534,110 -44,945 -7.8% 0.29% $14.2M 2024-05-15 $19.75
2023 Q4 ADDED — — — 579,055 +64,017 +12.4% 0.34% $15.4M 2024-02-14 $21.90
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CHCT

As of 2026 Q1 — sorted by position size

Pensionfund Sabic 3Y 7Y 0.38% Pensionfund PDN 3Y 7Y 0.37% Samalin Investment Counsel, LLC 3Y 0.29% ALBERT D MASON INC 3Y 7Y 0.27% DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.12% TBH Global Asset Management, LLC 3Y 0.05% Accel Wealth Management 3Y 0.05% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.02% ProShare Advisors LLC 3Y 7Y 0.01% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0%

FAQ About KENNEDY CAPITAL MANAGEMENT LLC and CHCT

These are the practical questions this page is built to answer before you even open the full history table.

How long has KENNEDY CAPITAL MANAGEMENT LLC reported owning CHCT?

KENNEDY CAPITAL MANAGEMENT LLC reported CHCT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CHCT position in KENNEDY CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for CHCT was 0.35% in 2025 Q4.

What is the latest reported CHCT position on this page?

The most recent filing on this page is 2025 Q4, when KENNEDY CAPITAL MANAGEMENT LLC reported 1,019,810 shares, equal to 0.35% of portfolio, with an estimated market value of $16.7M.

What does the chart on this CHCT ownership page compare?

The chart compares KENNEDY CAPITAL MANAGEMENT LLC's quarterly CHCT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KENNEDY CAPITAL MANAGEMENT LLC time their CHCT position?

Based on 13F filing dates vs. subsequent CHCT price moves, KENNEDY CAPITAL MANAGEMENT LLC correctly timed 12 out of 34 reported position changes (35%). The annualised alpha on CHCT relative to SPY over the holding period was -8.7%.

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