EverSource Wealth Advisors
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EverSource Wealth Advisors’s Community Healthcare Trust CHCT Stock Holding History

EverSource Wealth Advisors’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 		$10.2K Buy
556
+66
+13% +$1.15K ﹤0.01% 2902
2026
Q1 		$7.79K Buy
490
+99
+25% +$1.67K ﹤0.01% 3054
2025
Q4 		$6.42K Sell
391
-648
-62% -$9.7K ﹤0.01% 3001
2025
Q3 		$15.9K Sell
1,039
-210
-17% -$3.29K ﹤0.01% 2525
2025
Q2 		$20.8K Buy
1,249
+1,237
+10,308% +$20.4K ﹤0.01% 2259
2025
Q1 		$218 Buy
+12
New +$229 ﹤0.01% 3688
2022
Q3 		– Sell
-104
Closed -$4K – 1985
2022
Q2 		$4K Buy
+104
New +$3.9K ﹤0.01% 1313

Other funds holding CHCT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's CHCT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Community Healthcare Trust (CHCT) stake by 13% in Q2 2026, buying an estimated $1.15K and bringing the position to 556 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2902.

EverSource Wealth Advisors first reported a position in CHCT in Q2 2022 and has held it in 7 quarters since. The position peaked at $20.8K in Q2 2025. 170 funds tracked by Wall St. Rank hold CHCT as of Q2 2026.

  • EverSource Wealth Advisors held 556 shares of Community Healthcare Trust worth $10.2K as of Q2 2026.
  • EverSource Wealth Advisors bought 66 Community Healthcare Trust shares in Q2 2026, an estimated $1.15K.
  • Community Healthcare Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2902 holding.
  • EverSource Wealth Advisors first reported a position in Community Healthcare Trust in Q2 2022 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Community Healthcare Trust position peaked at $20.8K in Q2 2025.
  • 170 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.