Accel Wealth Management’s Community Healthcare Trust CHCT Stock Holding History

Accel Wealth Management’s Portfolio CHCT Stock Details CHCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$219K	Hold	12,000	–	–	0.05%	278
2026 Q1	$191K	Hold	12,000	–	–	0.05%	280
2025 Q4	$197K	Buy	12,000 +2,000	+20%	+$29.9K	0.05%	269
2025 Q3	$153K	Hold	10,000	–	–	0.04%	269
2025 Q2	$166K	Hold	10,000	–	–	0.06%	262
2025 Q1	$182K	Hold	10,000	–	–	0.07%	245
2024 Q4	$192K	Hold	10,000	–	–	0.07%	239
2024 Q3	$182K	Buy	+10,000	New	+$204K	0.07%	244

Other funds holding CHCT

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

ADMI

Albert D. Mason Inc Boston, Massachusetts $176M AUM 40.3% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Accel Wealth Management's CHCT Position: Q2 2026 in Review

Accel Wealth Management held its Community Healthcare Trust (CHCT) position steady in Q2 2026 at 12,000 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #278.

Accel Wealth Management first reported a position in CHCT in Q3 2024 and has held it in 8 quarters since. 40 funds tracked by Wall St. Rank hold CHCT as of Q2 2026.

Accel Wealth Management held 12,000 shares of Community Healthcare Trust worth $219K as of Q2 2026.
Accel Wealth Management left its Community Healthcare Trust share count unchanged in Q2 2026.
Community Healthcare Trust made up 0.05% of Accel Wealth Management's portfolio in Q2 2026, its #278 holding.
Accel Wealth Management first reported a position in Community Healthcare Trust in Q3 2024 and has held it in 8 quarters since.
40 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.