PWPS
CHCT

Pinnacle Wealth Planning Services’s Community Healthcare Trust CHCT Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.73K Hold
109
– – ﹤0.01% 2469
2025
Q4 		$1.79K Buy
+109
New +$1.63K ﹤0.01% 2500
2021
Q1 		– Sell
-107
Closed -$6K – 643
2020
Q4 		$6K Buy
+107
New +$5.09K ﹤0.01% 1578

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

Pinnacle Wealth Planning Services's CHCT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Community Healthcare Trust (CHCT) position steady in Q1 2026 at 109 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

Pinnacle Wealth Planning Services first reported a position in CHCT in Q4 2020 and has held it in 3 quarters since. The position peaked at $6K in Q4 2020. 162 funds tracked by Wall St. Rank hold CHCT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 109 shares of Community Healthcare Trust worth $1.73K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Community Healthcare Trust share count unchanged in Q1 2026.
  • Community Healthcare Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2469 holding.
  • Pinnacle Wealth Planning Services first reported a position in Community Healthcare Trust in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Community Healthcare Trust position peaked at $6K in Q4 2020.
  • 162 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.