CA
CHCT

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
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 $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

Clearstead Advisors's CHCT Position: Q1 2026 in Review

Clearstead Advisors sold out of Community Healthcare Trust (CHCT) in Q1 2026, closing a stake of 4 shares — an estimated $66 sold.

Clearstead Advisors first reported a position in CHCT in Q2 2025 and held it in 2 quarters. The position peaked at $66 in Q4 2025. 162 funds tracked by Wall St. Rank hold CHCT as of Q1 2026.

  • Clearstead Advisors reported no remaining Community Healthcare Trust position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 4 Community Healthcare Trust shares in Q1 2026, an estimated $66.
  • Clearstead Advisors first reported a position in Community Healthcare Trust in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's Community Healthcare Trust position peaked at $66 in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.