Institutions / Chai Trust Co LLC

Chai Trust Co LLC

CIK 1250731 · Institution · as of Mar 31, 2026
Portfolio value
$1.18B
Positions
11
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$1.18B+1.8%
$1.18B$1.17B$1.16BQ4 '25Q1 '26

Positions

11+0.0%
111111Q4 '25Q1 '26

Top holdings

Mar 31, 2026
CompanyClassValueShares% of portfolio
Ardent Health, Inc.ARDTCommon Stock$661.23M77,246,49956.0%
Vanguard Index Fds$173.71M541,48114.7%
Invesco Exchange Traded Fd T$84.43M1,865,4947.1%
Vanguard Tax-Managed Fds$68.05M1,061,9815.8%
Vanguard Index Fds$44.58M74,6043.8%
Equity Residential$41.73M705,4153.5%
iShares Inc$41.47M594,5443.5%
Equity Lifestyle Properties Inc$32.73M524,3682.8%
Vanguard World Fd$17.45M64,0791.5%
Vanguard World Fd$9.43M78,0630.8%
Vanguard Intl Equity Index F$6.83M126,4300.6%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Add922908363$32.74M+55K
+276.39%
74,604
3.77% of portfolio
medium
Q1 2026
as of
Add921943858$11.99M+187K
+21.39%
1,061,981
5.76% of portfolio
medium
Q1 2026
as of
Add922042858$4.98M+92K
+267.71%
126,430
0.58% of portfolio
low
Q1 2026
as of
AddEquity Residential$1.50M+25K
+3.73%
705,415
3.53% of portfolio
low
Q1 2026
as of
Add922908769$423.8K+1K
+0.24%
541,481
14.70% of portfolio
low