Cerity Partners
CHCT

Cerity Partners’s Community Healthcare Trust CHCT Stock Holding History

Cerity 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
Q1 		$346K Buy
21,802
+3,528
+19% +$59.5K ﹤0.01% 2507
2025
Q4 		$300K Buy
18,274
+328
+2% +$4.9K ﹤0.01% 2412
2025
Q3 		$275K Sell
17,946
-1,065
-6% -$16.7K ﹤0.01% 2337
2025
Q2 		$316K Buy
19,011
+7,982
+72% +$132K ﹤0.01% 2130
2025
Q1 		$200K Buy
+11,029
New +$210K ﹤0.01% 2217

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

Cerity Partners's CHCT Position: Q1 2026 in Review

Cerity Partners increased its Community Healthcare Trust (CHCT) stake by 19% in Q1 2026, buying an estimated $59.5K and bringing the position to 21,802 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

Cerity Partners first reported a position in CHCT in Q1 2025 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold CHCT as of Q1 2026.

  • Cerity Partners held 21,802 shares of Community Healthcare Trust worth $346K as of Q1 2026.
  • Cerity Partners bought 3,528 Community Healthcare Trust shares in Q1 2026, an estimated $59.5K.
  • Community Healthcare Trust made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2507 holding.
  • Cerity Partners first reported a position in Community Healthcare Trust in Q1 2025 and has held it in 5 quarters since.
  • 162 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.