Jones Financial Companies
CHCT

Jones Financial Companies’s Community Healthcare Trust CHCT Stock Holding History

Jones Financial Companies’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 		$1.26K Buy
+69
New +$1.2K ﹤0.01% 4552
2025
Q4 		– Sell
-850
Closed -$12.8K – 4436
2025
Q3 		$12.8K Buy
+850
New +$13.3K ﹤0.01% 2989
2025
Q1 		– Sell
-20
Closed -$384 – 3730
2024
Q4 		$384 Buy
+20
New +$363 ﹤0.01% 3259

Other funds holding CHCT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jones Financial Companies's CHCT Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Community Healthcare Trust (CHCT) in Q2 2026: 69 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #4552 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in CHCT as recently as Q3 2025.

Jones Financial Companies first reported a position in CHCT in Q4 2024 and has held it in 3 quarters since. The position peaked at $12.8K in Q3 2025. 170 funds tracked by Wall St. Rank hold CHCT as of Q2 2026.

  • Jones Financial Companies held 69 shares of Community Healthcare Trust worth $1.26K as of Q2 2026.
  • Community Healthcare Trust was a new Jones Financial Companies position in Q2 2026.
  • Community Healthcare Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4552 holding.
  • Jones Financial Companies first reported a position in Community Healthcare Trust in Q4 2024 and has held it in 3 quarters since.
  • Jones Financial Companies's Community Healthcare Trust position peaked at $12.8K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.