Baird Financial Group
CHCT

Baird Financial Group’s Community Healthcare Trust CHCT Stock Holding History

Baird Financial Group’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 		$467K Buy
29,371
+3,940
+15% +$66.4K ﹤0.01% 1506
2025
Q4 		$418K Sell
25,431
-350
-1% -$5.23K ﹤0.01% 1535
2025
Q3 		$394K Buy
25,781
+1,497
+6% +$23.4K ﹤0.01% 1546
2025
Q2 		$404K Buy
24,284
+350
+1% +$5.77K ﹤0.01% 1488
2025
Q1 		$435K Buy
23,934
+6,133
+34% +$117K ﹤0.01% 1433
2024
Q4 		$342K Buy
+17,801
New +$323K ﹤0.01% 1507

Other funds holding CHCT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baird Financial Group's CHCT Position: Q1 2026 in Review

Baird Financial Group increased its Community Healthcare Trust (CHCT) stake by 15% in Q1 2026, buying an estimated $66.4K and bringing the position to 29,371 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Baird Financial Group first reported a position in CHCT in Q4 2024 and has held it in 6 quarters since. 162 funds tracked by Wall St. Rank hold CHCT as of Q1 2026.

  • Baird Financial Group held 29,371 shares of Community Healthcare Trust worth $467K as of Q1 2026.
  • Baird Financial Group bought 3,940 Community Healthcare Trust shares in Q1 2026, an estimated $66.4K.
  • Community Healthcare Trust made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1506 holding.
  • Baird Financial Group first reported a position in Community Healthcare Trust in Q4 2024 and has held it in 6 quarters since.
  • 162 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.