Integrated Wealth Concepts’s Community Healthcare Trust CHCT Stock Holding History

Integrated Wealth Concepts’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	$26.9K	Buy	+1,472	New	+$25.6K	﹤0.01%	3848

Other funds holding CHCT

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's CHCT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Community Healthcare Trust (CHCT) in Q2 2026: 1,472 shares worth $26.9K. The stake represents ﹤0.01% of the portfolio and ranks #3848 among its holdings.

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

Integrated Wealth Concepts held 1,472 shares of Community Healthcare Trust worth $26.9K as of Q2 2026.
Community Healthcare Trust was a new Integrated Wealth Concepts position in Q2 2026.
Community Healthcare Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3848 holding.
170 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.