AW
CHCT

Avion Wealth’s Community Healthcare Trust CHCT Stock Holding History

Avion Wealth’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 		$14K Buy
770
+20
+3% +$347 ﹤0.01% 478
2026
Q1 		$11K Buy
+750
New +$12.6K ﹤0.01% 462

Other funds holding CHCT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avion Wealth's CHCT Position: Q2 2026 in Review

Avion Wealth increased its Community Healthcare Trust (CHCT) stake by 2.7% in Q2 2026, buying an estimated $347 and bringing the position to 770 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Avion Wealth first reported a position in CHCT in Q1 2026 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold CHCT as of Q2 2026.

  • Avion Wealth held 770 shares of Community Healthcare Trust worth $14K as of Q2 2026.
  • Avion Wealth bought 20 Community Healthcare Trust shares in Q2 2026, an estimated $347.
  • Community Healthcare Trust made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #478 holding.
  • Avion Wealth first reported a position in Community Healthcare Trust in Q1 2026 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.