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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

LPL Financial's CHCT Position: Q3 2025 in Review

LPL Financial sold out of Community Healthcare Trust (CHCT) in Q3 2025, closing a stake of 16,076 shares — an estimated $267K sold.

LPL Financial first reported a position in CHCT in Q1 2025 and held it in 2 quarters. The position peaked at $281K in Q1 2025. 159 funds tracked by Wall St. Rank hold CHCT as of Q3 2025.

  • LPL Financial reported no remaining Community Healthcare Trust position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 16,076 Community Healthcare Trust shares in Q3 2025, an estimated $267K.
  • LPL Financial first reported a position in Community Healthcare Trust in Q1 2025 and held it in 2 quarters.
  • LPL Financial's Community Healthcare Trust position peaked at $281K in Q1 2025.
  • 159 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.