SAM
CHCT

Smartleaf Asset Management’s Community Healthcare Trust CHCT Stock Holding History

Smartleaf Asset Management’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
2025
Q2 		– Sell
-13
Closed -$237 – 2771
2025
Q1 		$237 Hold
13
– – ﹤0.01% 2777
2024
Q4 		$244 Sell
13
-10
-43% -$181 ﹤0.01% 2855
2024
Q3 		$410 Buy
+23
New +$470 ﹤0.01% 2803

Other funds holding CHCT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Smartleaf Asset Management's CHCT Position: Q2 2025 in Review

Smartleaf Asset Management sold out of Community Healthcare Trust (CHCT) in Q2 2025, closing a stake of 13 shares — an estimated $237 sold.

Smartleaf Asset Management first reported a position in CHCT in Q3 2024 and held it in 3 quarters. The position peaked at $410 in Q3 2024. 179 funds tracked by Wall St. Rank hold CHCT as of Q2 2025.

  • Smartleaf Asset Management reported no remaining Community Healthcare Trust position as of Q2 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 13 Community Healthcare Trust shares in Q2 2025, an estimated $237.
  • Smartleaf Asset Management first reported a position in Community Healthcare Trust in Q3 2024 and held it in 3 quarters.
  • Smartleaf Asset Management's Community Healthcare Trust position peaked at $410 in Q3 2024.
  • 179 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2025.

Based on Smartleaf Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.