CCM
CHCT

Coldstream Capital Management’s Community Healthcare Trust CHCT Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-4,008
Closed -$72.8K – 1536
2025
Q1 		$72.8K Buy
+4,008
New +$76.5K ﹤0.01% 1508

Other funds holding CHCT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Coldstream Capital Management's CHCT Position: Q2 2025 in Review

Coldstream Capital Management sold out of Community Healthcare Trust (CHCT) in Q2 2025, closing a stake of 4,008 shares — an estimated $72.8K sold.

Coldstream Capital Management first reported a position in CHCT in Q1 2025 and held it in 1 quarter. The position peaked at $72.8K in Q1 2025. 179 funds tracked by Wall St. Rank hold CHCT as of Q2 2025.

  • Coldstream Capital Management reported no remaining Community Healthcare Trust position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 4,008 Community Healthcare Trust shares in Q2 2025, an estimated $72.8K.
  • Coldstream Capital Management first reported a position in Community Healthcare Trust in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Community Healthcare Trust position peaked at $72.8K in Q1 2025.
  • 179 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.