Beacon Capital Management LLC (Tennessee)’s Community Healthcare Trust CHCT Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-398	Closed	-$6.62K	–	283
2025 Q2	$6.62K	Buy	398 +11	+3%	+$181	﹤0.01%	703
2025 Q1	$7.02K	Buy	387 +10	+3%	+$191	﹤0.01%	693
2024 Q4	$7.24K	Hold	377	–	–	﹤0.01%	655
2024 Q3	$6.84K	Hold	377	–	–	﹤0.01%	741
2024 Q2	$8.82K	Hold	377	–	–	﹤0.01%	593
2024 Q1	$10K	Hold	377	–	–	﹤0.01%	574
2023 Q4	$11.2K	Hold	377	–	–	﹤0.01%	496
2023 Q3	$12.4K	Hold	377	–	–	﹤0.01%	500
2023 Q2	$12.4K	Hold	377	–	–	﹤0.01%	500
2023 Q1	$13.8K	Hold	377	–	–	﹤0.01%	432
2022 Q4	$13.5K	Hold	377	–	–	﹤0.01%	442
2022 Q3	$14K	Hold	377	–	–	﹤0.01%	409
2022 Q2	$16K	Hold	377	–	–	﹤0.01%	441
2022 Q1	$16K	Buy	+377	New	+$16.3K	﹤0.01%	441

Other funds holding CHCT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 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

KCM

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s CHCT Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Community Healthcare Trust (CHCT) in Q3 2025, closing a stake of 398 shares — an estimated $6.62K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in CHCT in Q1 2022 and held it in 14 quarters. The position peaked at $16K in Q2 2022. 159 funds tracked by Wall St. Rank hold CHCT as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Community Healthcare Trust position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 398 Community Healthcare Trust shares in Q3 2025, an estimated $6.62K.
Beacon Capital Management LLC (Tennessee) first reported a position in Community Healthcare Trust in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Community Healthcare Trust position peaked at $16K in Q2 2022.
159 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.