Covestor
CHCT icon

Covestor’s Community Healthcare Trust CHCT Stock Holding History

Covestor’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 		$8K Sell
588
-40
-6% -$645 0.01% 1621
2026
Q2 		$11K Buy
628
+60
+11% +$1.04K 0.01% 1493
2026
Q1 		$9K Buy
568
+53
+10% +$894 0.01% 1455
2025
Q4 		$8K Sell
515
-1
-0.2% -$15 ﹤0.01% 1686
2025
Q3 		$8K Buy
516
+511
+10,220% +$8K ﹤0.01% 1710
2025
Q2 		$0 Sell
5
-61
-92% -$1.01K ﹤0.01% 2255
2025
Q1 		$1K Sell
66
-57
-46% -$1.09K ﹤0.01% 1938
2024
Q4 		$2K Buy
123
+72
+141% +$1.3K ﹤0.01% 1852
2024
Q3 		$1K Buy
51
+27
+113% +$552 ﹤0.01% 1917
2024
Q2 		$1K Buy
24
+5
+26% +$122 ﹤0.01% 1952
2024
Q1 		$1K Buy
19
+16
+533% +$422 ﹤0.01% 1924
2023
Q4 		$0 Hold
3
– – ﹤0.01% 2186
2023
Q3 		$0 Sell
3
-4
-57% -$134 ﹤0.01% 2157
2023
Q2 		$0 Sell
7
-1
-13% -$35 ﹤0.01% 2172
2023
Q1 		$0 Buy
8
+1
+14% +$39 ﹤0.01% 2070
2022
Q4 		$0 Sell
7
-3
-30% -$102 ﹤0.01% 2107
2022
Q3 		$0 Buy
10
+6
+150% +$222 ﹤0.01% 2046
2022
Q2 		$0 Sell
4
-1
-20% -$37 ﹤0.01% 1955
2022
Q1 		$0 Sell
5
-4
-44% -$173 ﹤0.01% 2137
2021
Q4 		$0 Buy
+9
New +$413 ﹤0.01% 2131

Other funds holding CHCT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.31B AUM 40.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Covestor's CHCT Position: Q3 2026 in Review

Covestor reduced its Community Healthcare Trust (CHCT) stake by 6.4% in Q3 2026, selling an estimated $645 and leaving 588 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #1621.

Covestor first reported a position in CHCT in Q4 2021 and has held it in 20 quarters since. The position peaked at $11K in Q2 2026. 126 funds tracked by Wall St. Rank hold CHCT as of Q3 2026.

  • Covestor held 588 shares of Community Healthcare Trust worth $8K as of Q3 2026.
  • Covestor sold 40 Community Healthcare Trust shares in Q3 2026, an estimated $645.
  • Community Healthcare Trust made up 0.01% of Covestor's portfolio in Q3 2026, its #1621 holding.
  • Covestor first reported a position in Community Healthcare Trust in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Community Healthcare Trust position peaked at $11K in Q2 2026.
  • 126 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.