Principal Financial Group’s Community Healthcare Trust CHCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $812K | Buy |
44,394
+2,971
| +7% | +$51.6K | ﹤0.01% | 1968 |
|
|
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
SFM
KCM
Principal Financial Group's CHCT Position: Q2 2026 in Review
Principal Financial Group increased its Community Healthcare Trust (CHCT) stake by 7.2% in Q2 2026, buying an estimated $51.6K and bringing the position to 44,394 shares worth $812K. The position accounts for ﹤0.01% of the portfolio, ranked #1968.
Principal Financial Group first reported a position in CHCT in Q4 2017 and has held it in 32 quarters since. The position peaked at $7.54M in Q2 2021. 170 funds tracked by Wall St. Rank hold CHCT as of Q2 2026.
- Principal Financial Group held 44,394 shares of Community Healthcare Trust worth $812K as of Q2 2026.
- Principal Financial Group bought 2,971 Community Healthcare Trust shares in Q2 2026, an estimated $51.6K.
- Community Healthcare Trust made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1968 holding.
- Principal Financial Group first reported a position in Community Healthcare Trust in Q4 2017 and has held it in 32 quarters since.
- Principal Financial Group's Community Healthcare Trust position peaked at $7.54M in Q2 2021.
- 170 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.