Clearstead Advisors
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Clearstead Advisors’s Community Healthcare Trust CHCT Stock Holding History

Clearstead Advisors’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 		$348 Buy
+19
New +$330 ﹤0.01% 3034
2026
Q1 		– Sell
-4
Closed -$66 – 2358
2025
Q4 		$66 Buy
+4
New +$60 ﹤0.01% 2573
2025
Q3 		– Sell
-3
Closed -$50 – 3118
2025
Q2 		$50 Buy
+3
New +$49 ﹤0.01% 2670

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
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Advisors's CHCT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Community Healthcare Trust (CHCT) in Q2 2026: 19 shares worth $348. The stake represents ﹤0.01% of the portfolio and ranks #3034 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CHCT as recently as Q4 2025.

Clearstead Advisors first reported a position in CHCT in Q2 2025 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold CHCT as of Q2 2026.

  • Clearstead Advisors held 19 shares of Community Healthcare Trust worth $348 as of Q2 2026.
  • Community Healthcare Trust was a new Clearstead Advisors position in Q2 2026.
  • Community Healthcare Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3034 holding.
  • Clearstead Advisors first reported a position in Community Healthcare Trust in Q2 2025 and has held it in 3 quarters since.
  • 170 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.