Principal Financial Group
CHCT

Principal Financial Group’s Community Healthcare Trust CHCT Stock Holding History

Principal Financial 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
2026
Q1 		$658K Buy
41,423
+419
+1% +$7.07K ﹤0.01% 2001
2025
Q4 		$673K Buy
41,004
+12,725
+45% +$190K ﹤0.01% 2016
2025
Q3 		$433K Buy
28,279
+1,910
+7% +$29.9K ﹤0.01% 2070
2025
Q2 		$439K Buy
+26,369
New +$435K ﹤0.01% 2009
2024
Q3 		– Sell
-121,056
Closed -$2.83M – 2258
2024
Q2 		$2.83M Sell
121,056
-5,409
-4% -$131K ﹤0.01% 1704
2024
Q1 		$3.36M Sell
126,465
-15,702
-11% -$414K ﹤0.01% 1693
2023
Q4 		$3.79M Buy
142,167
+2,206
+2% +$60.8K ﹤0.01% 1647
2023
Q3 		$4.16M Sell
139,961
-4,224
-3% -$142K ﹤0.01% 1598
2023
Q2 		$4.76M Buy
144,185
+2,045
+1% +$71.1K ﹤0.01% 1545
2023
Q1 		$5.2M Sell
142,140
-2,431
-2% -$94.8K ﹤0.01% 1516
2022
Q4 		$5.18M Sell
144,571
-56
-0% -$1.91K ﹤0.01% 1520
2022
Q3 		$4.74M Sell
144,627
-2,449
-2% -$90.5K ﹤0.01% 1511
2022
Q2 		$5.33M Sell
147,076
-8,117
-5% -$304K ﹤0.01% 1534
2022
Q1 		$6.55M Sell
155,193
-1,328
-0.8% -$57.5K ﹤0.01% 1563
2021
Q4 		$7.4M Sell
156,521
-1,901
-1% -$87.3K ﹤0.01% 1535
2021
Q3 		$7.16M Sell
158,422
-402
-0.3% -$19.5K ﹤0.01% 1552
2021
Q2 		$7.54M Sell
158,824
-1,181
-0.7% -$57.8K ﹤0.01% 1556
2021
Q1 		$7.38M Buy
160,005
+2,850
+2% +$132K 0.01% 1528
2020
Q4 		$7.4M Buy
157,155
+4,161
+3% +$198K 0.01% 1389
2020
Q3 		$7.15M Sell
152,994
-996
-0.6% -$45.6K 0.01% 1274
2020
Q2 		$6.3M Sell
153,990
-434
-0.3% -$16.2K 0.01% 1325
2020
Q1 		$5.91M Buy
154,424
+4,572
+3% +$199K 0.01% 1195
2019
Q4 		$6.42M Buy
149,852
+5,969
+4% +$272K 0.01% 1448
2019
Q3 		$6.41M Buy
143,883
+163
+0.1% +$6.87K 0.01% 1414
2019
Q2 		$5.66M Buy
143,720
+819
+0.6% +$30.5K 0.01% 1491
2019
Q1 		$5.13M Sell
142,901
-45
-0% -$1.5K ﹤0.01% 1528
2018
Q4 		$4.12M Buy
142,946
+3,340
+2% +$99.2K ﹤0.01% 1569
2018
Q3 		$4.33M Buy
139,606
+5,055
+4% +$154K ﹤0.01% 1644
2018
Q2 		$4.02M Buy
134,551
+2,170
+2% +$58.2K ﹤0.01% 1649
2018
Q1 		$3.41M Buy
132,381
+4,408
+3% +$112K ﹤0.01% 1660
2017
Q4 		$3.6M Buy
+127,973
New +$3.54M ﹤0.01% 1655

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

Principal Financial Group's CHCT Position: Q1 2026 in Review

Principal Financial Group increased its Community Healthcare Trust (CHCT) stake by 1% in Q1 2026, buying an estimated $7.07K and bringing the position to 41,423 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

Principal Financial Group first reported a position in CHCT in Q4 2017 and has held it in 31 quarters since. The position peaked at $7.54M in Q2 2021. 162 funds tracked by Wall St. Rank hold CHCT as of Q1 2026.

  • Principal Financial Group held 41,423 shares of Community Healthcare Trust worth $658K as of Q1 2026.
  • Principal Financial Group bought 419 Community Healthcare Trust shares in Q1 2026, an estimated $7.07K.
  • Community Healthcare Trust made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #2001 holding.
  • Principal Financial Group first reported a position in Community Healthcare Trust in Q4 2017 and has held it in 31 quarters since.
  • Principal Financial Group's Community Healthcare Trust position peaked at $7.54M in Q2 2021.
  • 162 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.