Envestnet Asset Management
CHCT

Envestnet Asset Management’s Community Healthcare Trust CHCT Stock Holding History

Envestnet Asset Management’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 		$185K Buy
11,654
+1,148
+11% +$19.4K ﹤0.01% 4528
2025
Q4 		$173K Sell
10,506
-7,080
-40% -$106K ﹤0.01% 4292
2025
Q3 		$269K Sell
17,586
-104
-0.6% -$1.63K ﹤0.01% 4151
2025
Q2 		$294K Sell
17,690
-274
-2% -$4.52K ﹤0.01% 4029
2025
Q1 		$326K Buy
17,964
+62
+0.3% +$1.18K ﹤0.01% 3880
2024
Q4 		$344K Sell
17,902
-5,227
-23% -$94.8K ﹤0.01% 3819
2024
Q3 		$420K Buy
23,129
+8,754
+61% +$179K ﹤0.01% 3626
2024
Q2 		$336K Sell
14,375
-1,793
-11% -$43.6K ﹤0.01% 3663
2024
Q1 		$429K Sell
16,168
-194
-1% -$5.11K ﹤0.01% 3540
2023
Q4 		$436K Sell
16,362
-1,188
-7% -$32.7K ﹤0.01% 3401
2023
Q3 		$521K Buy
17,550
+5,266
+43% +$177K ﹤0.01% 3229
2023
Q2 		$406K Sell
12,284
-17
-0.1% -$591 ﹤0.01% 3319
2023
Q1 		$450K Sell
12,301
-241
-2% -$9.4K ﹤0.01% 3210
2022
Q4 		$449K Sell
12,542
-1,109
-8% -$37.8K ﹤0.01% 3158
2022
Q3 		$447K Buy
13,651
+741
+6% +$27.4K ﹤0.01% 3088
2022
Q2 		$467K Sell
12,910
-51
-0.4% -$1.91K ﹤0.01% 3088
2022
Q1 		$547K Buy
12,961
+1,470
+13% +$63.7K ﹤0.01% 3071
2021
Q4 		$543K Buy
11,491
+4,158
+57% +$191K ﹤0.01% 3018
2021
Q3 		$331K Buy
7,333
+393
+6% +$19.1K ﹤0.01% 3233
2021
Q2 		$329K Buy
6,940
+700
+11% +$34.2K ﹤0.01% 3235
2021
Q1 		$288K Buy
+6,240
New +$290K ﹤0.01% 3152
2020
Q4 		– Sell
-5,019
Closed -$235K – 3282
2020
Q3 		$235K Buy
+5,019
New +$230K ﹤0.01% 2836

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

Envestnet Asset Management's CHCT Position: Q1 2026 in Review

Envestnet Asset Management increased its Community Healthcare Trust (CHCT) stake by 11% in Q1 2026, buying an estimated $19.4K and bringing the position to 11,654 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #4528.

Envestnet Asset Management first reported a position in CHCT in Q3 2020 and has held it in 22 quarters since. The position peaked at $547K in Q1 2022. 162 funds tracked by Wall St. Rank hold CHCT as of Q1 2026.

  • Envestnet Asset Management held 11,654 shares of Community Healthcare Trust worth $185K as of Q1 2026.
  • Envestnet Asset Management bought 1,148 Community Healthcare Trust shares in Q1 2026, an estimated $19.4K.
  • Community Healthcare Trust made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4528 holding.
  • Envestnet Asset Management first reported a position in Community Healthcare Trust in Q3 2020 and has held it in 22 quarters since.
  • Envestnet Asset Management's Community Healthcare Trust position peaked at $547K in Q1 2022.
  • 162 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.