Creative Planning
CHCT

Creative Planning’s Community Healthcare Trust CHCT Stock Holding History

Creative Planning’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 		$773K Buy
48,621
+153
+0.3% +$2.58K ﹤0.01% 2674
2025
Q4 		$796K Buy
48,468
+35,123
+263% +$525K ﹤0.01% 2468
2025
Q3 		$204K Buy
13,345
+1,589
+14% +$24.9K ﹤0.01% 3468
2025
Q2 		$196K Buy
+11,756
New +$194K ﹤0.01% 3231
2025
Q1 		– Sell
-1,333
Closed -$25.6K – 3512
2024
Q4 		$25.6K Buy
+1,333
New +$24.2K ﹤0.01% 3314
2024
Q3 		– Sell
-13,073
Closed -$306K – 3213
2024
Q2 		$306K Buy
+13,073
New +$318K ﹤0.01% 2330
2020
Q2 		– Sell
-16,321
Closed -$625K – 2034
2020
Q1 		$625K Buy
+16,321
New +$710K ﹤0.01% 841
2017
Q3 		– Sell
-791
Closed -$20K – 2188
2017
Q2 		$20K Hold
791
– – ﹤0.01% 3173
2017
Q1 		$19K Hold
791
– – ﹤0.01% 3155
2016
Q4 		$18K Hold
791
– – ﹤0.01% 3134
2016
Q3 		$17K Buy
+791
New +$17.8K ﹤0.01% 3155

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

Creative Planning's CHCT Position: Q1 2026 in Review

Creative Planning increased its Community Healthcare Trust (CHCT) stake by 0.32% in Q1 2026, buying an estimated $2.58K and bringing the position to 48,621 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #2674.

Creative Planning first reported a position in CHCT in Q3 2016 and has held it in 11 quarters since. The position peaked at $796K in Q4 2025. 162 funds tracked by Wall St. Rank hold CHCT as of Q1 2026.

  • Creative Planning held 48,621 shares of Community Healthcare Trust worth $773K as of Q1 2026.
  • Creative Planning bought 153 Community Healthcare Trust shares in Q1 2026, an estimated $2.58K.
  • Community Healthcare Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2674 holding.
  • Creative Planning first reported a position in Community Healthcare Trust in Q3 2016 and has held it in 11 quarters since.
  • Creative Planning's Community Healthcare Trust position peaked at $796K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.