Carson Wealth (CWM LLC)
CHCT

Carson Wealth (CWM LLC)’s Community Healthcare Trust CHCT Stock Holding History

Carson Wealth (CWM LLC)’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 		$209K Buy
13,182
+4,470
+51% +$75.4K ﹤0.01% 2705
2025
Q4 		$143K Sell
8,712
-1,523
-15% -$22.7K ﹤0.01% 2811
2025
Q3 		$157K Sell
10,235
-1,622
-14% -$25.4K ﹤0.01% 2628
2025
Q2 		$197K Buy
11,857
+9,873
+498% +$163K ﹤0.01% 2181
2025
Q1 		$36K Buy
1,984
+530
+36% +$10.1K ﹤0.01% 3238
2024
Q4 		$28K Buy
1,454
+1,196
+464% +$21.7K ﹤0.01% 3214
2024
Q3 		$5K Buy
258
+217
+529% +$4.43K ﹤0.01% 4073
2024
Q2 		$1K Buy
41
+29
+242% +$705 ﹤0.01% 4334
2024
Q1 		$0 Sell
12
-22
-65% -$580 ﹤0.01% 4351
2023
Q4 		$1K Sell
34
-33
-49% -$909 ﹤0.01% 3914
2023
Q3 		$2K Buy
67
+25
+60% +$839 ﹤0.01% 3766
2023
Q2 		$1K Sell
42
-1
-2% -$35 ﹤0.01% 3925
2023
Q1 		$2K Sell
43
-26
-38% -$1.01K ﹤0.01% 3625
2022
Q4 		$2K Sell
69
-29
-30% -$988 ﹤0.01% 3517
2022
Q3 		$3K Buy
98
+72
+277% +$2.66K ﹤0.01% 3274
2022
Q2 		$1K Buy
+26
New +$974 ﹤0.01% 3504

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Carson Wealth (CWM LLC)'s CHCT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Community Healthcare Trust (CHCT) stake by 51% in Q1 2026, buying an estimated $75.4K and bringing the position to 13,182 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #2705.

Carson Wealth (CWM LLC) first reported a position in CHCT in Q2 2022 and has held it in 16 quarters since. 162 funds tracked by Wall St. Rank hold CHCT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,182 shares of Community Healthcare Trust worth $209K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,470 Community Healthcare Trust shares in Q1 2026, an estimated $75.4K.
  • Community Healthcare Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2705 holding.
  • Carson Wealth (CWM LLC) first reported a position in Community Healthcare Trust in Q2 2022 and has held it in 16 quarters since.
  • 162 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.