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 Q2	$2.46M	Sell	134,355 -13,856	-9%	-$241K	0.01%	551
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 $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

Jacobs Levy Equity Management's CHCT Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its Community Healthcare Trust (CHCT) stake by 9.3% in Q2 2026, selling an estimated $241K and leaving 134,355 shares worth $2.46M. The position accounts for 0.01% of the portfolio, ranked #551.

Jacobs Levy Equity Management first reported a position in CHCT in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.73M in Q2 2025. 170 funds tracked by Wall St. Rank hold CHCT as of Q2 2026.

Jacobs Levy Equity Management held 134,355 shares of Community Healthcare Trust worth $2.46M as of Q2 2026.
Jacobs Levy Equity Management sold 13,856 Community Healthcare Trust shares in Q2 2026, an estimated $241K.
Community Healthcare Trust made up 0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #551 holding.
Jacobs Levy Equity Management first reported a position in Community Healthcare Trust in Q4 2020 and has held it in 12 quarters since.
Jacobs Levy Equity Management's Community Healthcare Trust position peaked at $2.73M in Q2 2025.
170 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.