Jacobs Levy Equity Management’s Community Healthcare Trust CHCT Stock Holding History

Jacobs Levy Equity 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 Q1	$2.36M	Buy	148,211 +9,813	+7%	+$165K	0.01%	555
2025 Q4	$2.27M	Sell	138,398 -3,170	-2%	-$47.3K	0.01%	564
2025 Q3	$2.17M	Sell	141,568 -22,611	-14%	-$354K	0.01%	577
2025 Q2	$2.73M	Buy	+164,179	New	+$2.71M	0.01%	562
2022 Q3	–	Sell	-51,674	Closed	-$1.87M	–	1024
2022 Q2	$1.87M	Buy	51,674 +22,176	+75%	+$831K	0.01%	616
2022 Q1	$1.25M	Buy	29,498 +1,029	+4%	+$44.6K	0.01%	723
2021 Q4	$1.35M	Sell	28,469 -1,753	-6%	-$80.5K	0.01%	688
2021 Q3	$1.37M	Sell	30,222 -2,476	-8%	-$120K	0.01%	687
2021 Q2	$1.55M	Buy	32,698 +23,832	+269%	+$1.17M	0.01%	651
2021 Q1	$409K	Buy	8,866 +148	+2%	+$6.87K	﹤0.01%	889
2020 Q4	$411K	Buy	+8,718	New	+$415K	﹤0.01%	879

Other funds holding CHCT

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

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

Jacobs Levy Equity Management's CHCT Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its Community Healthcare Trust (CHCT) stake by 7.1% in Q1 2026, buying an estimated $165K and bringing the position to 148,211 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #555.

Jacobs Levy Equity Management first reported a position in CHCT in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.73M in Q2 2025. 162 funds tracked by Wall St. Rank hold CHCT as of Q1 2026.

Jacobs Levy Equity Management held 148,211 shares of Community Healthcare Trust worth $2.36M as of Q1 2026.
Jacobs Levy Equity Management bought 9,813 Community Healthcare Trust shares in Q1 2026, an estimated $165K.
Community Healthcare Trust made up 0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #555 holding.
Jacobs Levy Equity Management first reported a position in Community Healthcare Trust in Q4 2020 and has held it in 11 quarters since.
Jacobs Levy Equity Management's Community Healthcare Trust position peaked at $2.73M in Q2 2025.
162 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.