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 Q2	$711K	Sell	38,909 -9,712	-20%	-$169K	﹤0.01%	2913
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's CHCT Position: Q2 2026 in Review

Creative Planning reduced its Community Healthcare Trust (CHCT) stake by 20% in Q2 2026, selling an estimated $169K and leaving 38,909 shares worth $711K. The position accounts for ﹤0.01% of the portfolio, ranked #2913.

Creative Planning first reported a position in CHCT in Q3 2016 and has held it in 12 quarters since. The position peaked at $796K in Q4 2025. 170 funds tracked by Wall St. Rank hold CHCT as of Q2 2026.

Creative Planning held 38,909 shares of Community Healthcare Trust worth $711K as of Q2 2026.
Creative Planning sold 9,712 Community Healthcare Trust shares in Q2 2026, an estimated $169K.
Community Healthcare Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2913 holding.
Creative Planning first reported a position in Community Healthcare Trust in Q3 2016 and has held it in 12 quarters since.
Creative Planning's Community Healthcare Trust position peaked at $796K in Q4 2025.
170 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.