MAWAG
CHCT

Mid-American Wealth Advisory Group’s Community Healthcare Trust CHCT Stock Holding History

Mid-American Wealth Advisory Group’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
-30
Closed -$499 – 88
2025
Q2 		$499 Buy
+30
New +$495 ﹤0.01% 312

Other funds holding CHCT

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SFM
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
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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

Mid-American Wealth Advisory Group's CHCT Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Community Healthcare Trust (CHCT) in Q3 2025, closing a stake of 30 shares — an estimated $499 sold.

Mid-American Wealth Advisory Group first reported a position in CHCT in Q2 2025 and held it in 1 quarter. The position peaked at $499 in Q2 2025. 159 funds tracked by Wall St. Rank hold CHCT as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Community Healthcare Trust position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 30 Community Healthcare Trust shares in Q3 2025, an estimated $499.
  • Mid-American Wealth Advisory Group first reported a position in Community Healthcare Trust in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Community Healthcare Trust position peaked at $499 in Q2 2025.
  • 159 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.