BP
CHCT

Ballentine Partners’s Community Healthcare Trust CHCT Stock Holding History

Ballentine Partners’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 		$614K Hold
33,606
– – 0.01% 502
2026
Q1 		$534K Sell
33,606
-753
-2% -$12.7K 0.01% 506
2025
Q4 		$564K Buy
34,359
+16,509
+92% +$247K 0.01% 463
2025
Q3 		$273K Buy
17,850
+6,844
+62% +$107K ﹤0.01% 766
2025
Q2 		$183K Buy
+11,006
New +$182K ﹤0.01% 893
2024
Q4 		– Sell
-12,003
Closed -$218K – 905
2024
Q3 		$218K Buy
+12,003
New +$245K ﹤0.01% 717

Other funds holding CHCT

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ballentine Partners's CHCT Position: Q2 2026 in Review

Ballentine Partners held its Community Healthcare Trust (CHCT) position steady in Q2 2026 at 33,606 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #502.

Ballentine Partners first reported a position in CHCT in Q3 2024 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold CHCT as of Q2 2026.

  • Ballentine Partners held 33,606 shares of Community Healthcare Trust worth $614K as of Q2 2026.
  • Ballentine Partners left its Community Healthcare Trust share count unchanged in Q2 2026.
  • Community Healthcare Trust made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #502 holding.
  • Ballentine Partners first reported a position in Community Healthcare Trust in Q3 2024 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.