Institute for Wealth Management’s Community Healthcare Trust CHCT Stock Holding History

Institute for Wealth 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 Q2	$5.08K	Buy	+278	New	+$4.83K	﹤0.01%	1453

Other funds holding CHCT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

ATC

Argent Trust Co Nashville, Tennessee $3.46B AUM 30.37% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

Institute for Wealth Management's CHCT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Community Healthcare Trust (CHCT) in Q2 2026: 278 shares worth $5.08K. The stake represents ﹤0.01% of the portfolio and ranks #1453 among its holdings.

73 funds tracked by Wall St. Rank hold CHCT as of Q2 2026.

Institute for Wealth Management held 278 shares of Community Healthcare Trust worth $5.08K as of Q2 2026.
Community Healthcare Trust was a new Institute for Wealth Management position in Q2 2026.
Community Healthcare Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1453 holding.
73 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.