CNL Healthcare PropertiesCHTH
13F holders, Q2 2024 (June 30)9holders +1
1new positions
0sold out
$6.25avg. 13F price*
At the end of Q2 2024, 9 institutions reported holding CNL Healthcare Properties Inc. (CHTH) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Hantz Financial Services, Inc. ($23.9M), Huntington National Bank ($658K) and Beam Wealth Advisors, Inc. ($273K).
- Company
- CNL Healthcare Properties Inc.
- CUSIP
- 12612C108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $273K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 43,458 shares bought and 9,712 shares sold, net +33,746 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Hantz Financial Services, Inc. | 0.46% | Reduce -0.3% | 3,813,670 | $23.9M |
| Huntington National Bank | 0.01% | No change | 104,752 | $658K |
| Beam Wealth Advisors, Inc. | 0.09% | New | 43,458 | $273K |
| MAI Capital Management | 0.00% | No change | 17,744 | $111K |
| Old National Bancorp | 0.00% | No change | 21,699 | $65K |
| Main Street Group, LTD | 0.02% | No change | 8,434 | $53K |
| Ancora Advisors LLC | 0.00% | No change | 8,374 | $53K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.01% | No change | 16,372 | $49K |
| PSI Advisors, LLC | 0.01% | No change | 4,498 | $28K |
"% of holder's portfolio" is CHTH's weight in each manager's 13F, not the share of CNL Healthcare Properties Inc. the manager owns.