Focus Partners Wealth
CHCT

Focus Partners Wealth’s Community Healthcare Trust CHCT Stock Holding History

Focus Partners Wealth’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 		$8.55M Sell
537,868
-40,428
-7% -$682K 0.01% 766
2025
Q4 		$9.5M Sell
578,296
-165,028
-22% -$2.46M 0.01% 717
2025
Q3 		$11.4M Buy
743,324
+5,000
+0.7% +$78.3K 0.02% 529
2025
Q2 		$12.3M Buy
738,324
+5,926
+0.8% +$97.8K 0.03% 458
2025
Q1 		$13.3M Sell
732,398
-12,273
-2% -$234K 0.03% 417
2024
Q4 		$14.3M Buy
744,671
+551,445
+285% +$10M 0.04% 383
2024
Q3 		$111M Sell
193,226
-327,812
-63% -$6.7M 0.35% 62
2024
Q2 		$12.2M Buy
+521,038
New +$12.7M 0.04% 335

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

Focus Partners Wealth's CHCT Position: Q1 2026 in Review

Focus Partners Wealth reduced its Community Healthcare Trust (CHCT) stake by 7% in Q1 2026, selling an estimated $682K and leaving 537,868 shares worth $8.55M. The position accounts for 0.01% of the portfolio, ranked #766.

Focus Partners Wealth first reported a position in CHCT in Q2 2024 and has held it in 8 quarters since. The position peaked at $111M in Q3 2024. 162 funds tracked by Wall St. Rank hold CHCT as of Q1 2026.

  • Focus Partners Wealth held 537,868 shares of Community Healthcare Trust worth $8.55M as of Q1 2026.
  • Focus Partners Wealth sold 40,428 Community Healthcare Trust shares in Q1 2026, an estimated $682K.
  • Community Healthcare Trust made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #766 holding.
  • Focus Partners Wealth first reported a position in Community Healthcare Trust in Q2 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Community Healthcare Trust position peaked at $111M in Q3 2024.
  • 162 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.