CPG
CHCT

Cornerstone Planning Group’s Community Healthcare Trust CHCT Stock Holding History

Cornerstone Planning Group’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 		$918 Buy
52
+28
+117% +$472 ﹤0.01% 1494
2025
Q4 		$400 Buy
+24
New +$358 ﹤0.01% 1558
2025
Q1 		– Sell
-24
Closed -$490 – 1582
2024
Q4 		$490 Buy
+24
New +$435 ﹤0.01% 1145

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

Cornerstone Planning Group's CHCT Position: Q1 2026 in Review

Cornerstone Planning Group increased its Community Healthcare Trust (CHCT) stake by 117% in Q1 2026, buying an estimated $472 and bringing the position to 52 shares worth $918. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Cornerstone Planning Group first reported a position in CHCT in Q4 2024 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold CHCT as of Q1 2026.

  • Cornerstone Planning Group held 52 shares of Community Healthcare Trust worth $918 as of Q1 2026.
  • Cornerstone Planning Group bought 28 Community Healthcare Trust shares in Q1 2026, an estimated $472.
  • Community Healthcare Trust made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1494 holding.
  • Cornerstone Planning Group first reported a position in Community Healthcare Trust in Q4 2024 and has held it in 3 quarters since.
  • 162 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.