EWA
CHCT

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
Q1 		$7.79K Buy
490
+99
+25% +$1.67K ﹤0.01% 3054
2025
Q4 		$6.42K Sell
391
-648
-62% -$9.68K ﹤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 $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

EverSource Wealth Advisors's CHCT Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Community Healthcare Trust (CHCT) stake by 25% in Q1 2026, buying an estimated $1.67K and bringing the position to 490 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #3054.

EverSource Wealth Advisors first reported a position in CHCT in Q2 2022 and has held it in 6 quarters since. The position peaked at $20.8K in Q2 2025. 162 funds tracked by Wall St. Rank hold CHCT as of Q1 2026.

  • EverSource Wealth Advisors held 490 shares of Community Healthcare Trust worth $7.79K as of Q1 2026.
  • EverSource Wealth Advisors bought 99 Community Healthcare Trust shares in Q1 2026, an estimated $1.67K.
  • Community Healthcare Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3054 holding.
  • EverSource Wealth Advisors first reported a position in Community Healthcare Trust in Q2 2022 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Community Healthcare Trust position peaked at $20.8K in Q2 2025.
  • 162 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.