Cornerstone Planning Group
CHCT icon

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
Q3 		– Sell
-52
Closed -$953 – 427
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

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State of Alaska Department of Revenue
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Y-Intercept (HK)
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Capital Square
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
Accel Wealth Management
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Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
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GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cornerstone Planning Group's CHCT Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Community Healthcare Trust (CHCT) in Q3 2026, closing a stake of 52 shares — an estimated $953 sold.

Cornerstone Planning Group first reported a position in CHCT in Q4 2024 and held it in 4 quarters. The position peaked at $953 in Q2 2026. 18 funds tracked by Wall St. Rank hold CHCT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Community Healthcare Trust position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 52 Community Healthcare Trust shares in Q3 2026, an estimated $953.
  • Cornerstone Planning Group first reported a position in Community Healthcare Trust in Q4 2024 and held it in 4 quarters.
  • Cornerstone Planning Group's Community Healthcare Trust position peaked at $953 in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.