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 Q2	$5.43M	Sell	296,939 -15,558	-5%	-$270K	0.75%	58
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	New	+$7.43M	1.05%	29

Other funds holding CHCT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Phocas Financial Corp's CHCT Position: Q2 2026 in Review

Phocas Financial Corp reduced its Community Healthcare Trust (CHCT) stake by 5% in Q2 2026, selling an estimated $270K and leaving 296,939 shares worth $5.43M. The position accounts for 0.75% of the portfolio, ranked #58.

Phocas Financial Corp first reported a position in CHCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.87M in Q4 2024. 170 funds tracked by Wall St. Rank hold CHCT as of Q2 2026.

Phocas Financial Corp held 296,939 shares of Community Healthcare Trust worth $5.43M as of Q2 2026.
Phocas Financial Corp sold 15,558 Community Healthcare Trust shares in Q2 2026, an estimated $270K.
Community Healthcare Trust made up 0.75% of Phocas Financial Corp's portfolio in Q2 2026, its #58 holding.
Phocas Financial Corp first reported a position in Community Healthcare Trust in Q4 2024 and has held it in 7 quarters since.
Phocas Financial Corp's Community Healthcare Trust position peaked at $7.87M in Q4 2024.
170 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.

Based on Phocas Financial Corp's 13F filing for Q2 2026, filed 31 Jul 2026.