SC
CHCT

Stephens Consulting’s Community Healthcare Trust CHCT Stock Holding History

Stephens Consulting’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
-20
Closed -$364 – 1344
2025
Q1 		$364 Buy
+20
New +$382 ﹤0.01% 1242

Other funds holding CHCT

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SFM
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State Street
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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

Stephens Consulting's CHCT Position: Q2 2025 in Review

Stephens Consulting sold out of Community Healthcare Trust (CHCT) in Q2 2025, closing a stake of 20 shares — an estimated $364 sold.

Stephens Consulting first reported a position in CHCT in Q1 2025 and held it in 1 quarter. The position peaked at $364 in Q1 2025. 179 funds tracked by Wall St. Rank hold CHCT as of Q2 2025.

  • Stephens Consulting reported no remaining Community Healthcare Trust position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 20 Community Healthcare Trust shares in Q2 2025, an estimated $364.
  • Stephens Consulting first reported a position in Community Healthcare Trust in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Community Healthcare Trust position peaked at $364 in Q1 2025.
  • 179 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.