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 Q3	$170K	Hold	12,000	–	–	0.04%	301
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

Accel Wealth Management's CHCT Position: Q3 2026 in Review

Accel Wealth Management held its Community Healthcare Trust (CHCT) position steady in Q3 2026 at 12,000 shares worth $170K. The position accounts for 0.04% of the portfolio, ranked #301.

Accel Wealth Management first reported a position in CHCT in Q3 2024 and has held it in 9 quarters since. The position peaked at $219K in Q2 2026. 64 funds tracked by Wall St. Rank hold CHCT as of Q3 2026.

Accel Wealth Management held 12,000 shares of Community Healthcare Trust worth $170K as of Q3 2026.
Accel Wealth Management left its Community Healthcare Trust share count unchanged in Q3 2026.
Community Healthcare Trust made up 0.04% of Accel Wealth Management's portfolio in Q3 2026, its #301 holding.
Accel Wealth Management first reported a position in Community Healthcare Trust in Q3 2024 and has held it in 9 quarters since.
Accel Wealth Management's Community Healthcare Trust position peaked at $219K in Q2 2026.
64 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.