LPL Financial
CHCT

LPL Financial’s Community Healthcare Trust CHCT Stock Holding History

LPL Financial’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 		$263K Buy
+14,400
New +$250K ﹤0.01% 5555
2025
Q3 		– Sell
-16,076
Closed -$267K – 5834
2025
Q2 		$267K Buy
16,076
+584
+4% +$9.63K ﹤0.01% 4856
2025
Q1 		$281K Buy
+15,492
New +$296K ﹤0.01% 4616

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

LPL Financial's CHCT Position: Q2 2026 in Review

LPL Financial opened a new position in Community Healthcare Trust (CHCT) in Q2 2026: 14,400 shares worth $263K. The stake represents ﹤0.01% of the portfolio and ranks #5555 among its holdings. This is a return to the name: LPL Financial previously reported a position in CHCT as recently as Q2 2025.

LPL Financial first reported a position in CHCT in Q1 2025 and has held it in 3 quarters since. The position peaked at $281K in Q1 2025. 169 funds tracked by Wall St. Rank hold CHCT as of Q2 2026.

  • LPL Financial held 14,400 shares of Community Healthcare Trust worth $263K as of Q2 2026.
  • Community Healthcare Trust was a new LPL Financial position in Q2 2026.
  • Community Healthcare Trust made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5555 holding.
  • LPL Financial first reported a position in Community Healthcare Trust in Q1 2025 and has held it in 3 quarters since.
  • LPL Financial's Community Healthcare Trust position peaked at $281K in Q1 2025.
  • 169 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.