Allworth Financial’s Community Healthcare Trust CHCT Stock Holding History

Allworth Financial’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 Q1	$7.45K	Buy	469 +265	+130%	+$4.47K	﹤0.01%	3707
2025 Q4	$3.35K	Buy	204 +57	+39%	+$851	﹤0.01%	3921
2025 Q3	$2.25K	Sell	147 -273	-65%	-$4.27K	﹤0.01%	3947
2025 Q2	$6.99K	Buy	+420	New	+$6.93K	﹤0.01%	3078
2025 Q1	–	Sell	-180	Closed	-$3.51K	–	4078
2024 Q4	$3.51K	Buy	+180	New	+$3.26K	﹤0.01%	2916
2024 Q3	–	Sell	-90	Closed	-$2.33K	–	3762
2024 Q2	$2.33K	Buy	90 +7	+8%	+$170	﹤0.01%	2853
2024 Q1	$2.2K	Buy	83 +71	+592%	+$1.87K	﹤0.01%	2768
2023 Q4	$320	Sell	12 -5	-29%	-$138	﹤0.01%	3226
2023 Q3	$505	Buy	+17	New	+$570	﹤0.01%	3043

Other funds holding CHCT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allworth Financial's CHCT Position: Q1 2026 in Review

Allworth Financial increased its Community Healthcare Trust (CHCT) stake by 130% in Q1 2026, buying an estimated $4.47K and bringing the position to 469 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3707.

Allworth Financial first reported a position in CHCT in Q3 2023 and has held it in 9 quarters since. 162 funds tracked by Wall St. Rank hold CHCT as of Q1 2026.

Allworth Financial held 469 shares of Community Healthcare Trust worth $7.45K as of Q1 2026.
Allworth Financial bought 265 Community Healthcare Trust shares in Q1 2026, an estimated $4.47K.
Community Healthcare Trust made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3707 holding.
Allworth Financial first reported a position in Community Healthcare Trust in Q3 2023 and has held it in 9 quarters since.
162 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.