PFC
CHCT

Phocas Financial Corp’s Community Healthcare Trust CHCT Stock Holding History

Phocas Financial Corp’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
Q1 		$4.97M Sell
312,497
-86,396
-22% -$1.46M 0.78% 65
2025
Q4 		$6.55M Sell
398,893
-1,134
-0.3% -$16.9K 0.85% 53
2025
Q3 		$6.12M Buy
400,027
+8,048
+2% +$126K 0.79% 57
2025
Q2 		$6.52M Sell
391,979
-28
-0% -$462 0.94% 47
2025
Q1 		$7.12M Sell
392,007
-17,625
-4% -$336K 1.09% 33
2024
Q4 		$7.87M Buy
409,632
+206,374
+102% +$3.74M 1.05% 29
2024
Q3 		$3.69K Buy
+203,258
New +$4.15M 0.01% 109

Other funds holding CHCT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return