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
Q2 		$953 Hold
52
– – ﹤0.01% 1519
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 $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
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cornerstone Planning Group's CHCT Position: Q2 2026 in Review

Cornerstone Planning Group held its Community Healthcare Trust (CHCT) position steady in Q2 2026 at 52 shares worth $953. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Cornerstone Planning Group first reported a position in CHCT in Q4 2024 and has held it in 4 quarters since. 170 funds tracked by Wall St. Rank hold CHCT as of Q2 2026.

  • Cornerstone Planning Group held 52 shares of Community Healthcare Trust worth $953 as of Q2 2026.
  • Cornerstone Planning Group left its Community Healthcare Trust share count unchanged in Q2 2026.
  • Community Healthcare Trust made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1519 holding.
  • Cornerstone Planning Group first reported a position in Community Healthcare Trust in Q4 2024 and has held it in 4 quarters since.
  • 170 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.