GPS Wealth Strategies Group’s Community Healthcare Trust CHCT Stock Holding History

GPS Wealth Strategies Group’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
2025 Q3	–	Sell	-250	Closed	-$4.16K	–	1668
2025 Q2	$4.16K	Hold	250	–	–	﹤0.01%	1243
2025 Q1	$4.54K	Hold	250	–	–	﹤0.01%	1181
2024 Q4	$4.8K	Hold	250	–	–	﹤0.01%	1101
2024 Q3	$4.54K	Hold	250	–	–	﹤0.01%	1119
2024 Q2	$5.85K	Hold	250	–	–	﹤0.01%	1036
2024 Q1	$6.64K	Hold	250	–	–	﹤0.01%	940
2023 Q4	$6.66K	Hold	250	–	–	﹤0.01%	920
2023 Q3	$7.42K	Hold	250	–	–	﹤0.01%	899
2023 Q2	$8.26K	Sell	250 -150	-38%	-$5.22K	﹤0.01%	883
2023 Q1	$14.6K	Buy	+400	New	+$15.6K	﹤0.01%	760
2022 Q4	–	Sell	-400	Closed	-$13K	–	277
2022 Q3	$13K	Hold	400	–	–	﹤0.01%	704
2022 Q2	$14K	Hold	400	–	–	﹤0.01%	692
2022 Q1	$17K	Hold	400	–	–	﹤0.01%	616
2021 Q4	$19K	Hold	400	–	–	﹤0.01%	596
2021 Q3	$18K	Hold	400	–	–	﹤0.01%	582
2021 Q2	$19K	Hold	400	–	–	﹤0.01%	591
2021 Q1	$18K	Buy	+400	New	+$18.6K	0.01%	566

Other funds holding CHCT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

GPS Wealth Strategies Group's CHCT Position: Q3 2025 in Review

GPS Wealth Strategies Group sold out of Community Healthcare Trust (CHCT) in Q3 2025, closing a stake of 250 shares — an estimated $4.16K sold.

GPS Wealth Strategies Group first reported a position in CHCT in Q1 2021 and held it in 17 quarters. The position peaked at $19K in Q4 2021. 159 funds tracked by Wall St. Rank hold CHCT as of Q3 2025.

GPS Wealth Strategies Group reported no remaining Community Healthcare Trust position as of Q3 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 250 Community Healthcare Trust shares in Q3 2025, an estimated $4.16K.
GPS Wealth Strategies Group first reported a position in Community Healthcare Trust in Q1 2021 and held it in 17 quarters.
GPS Wealth Strategies Group's Community Healthcare Trust position peaked at $19K in Q4 2021.
159 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q3 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q3 2025, filed 3 Nov 2025.