Stifel Financial
CHCT

Stifel Financial’s Community Healthcare Trust CHCT Stock Holding History

Stifel Financial’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
Q2 		$358K Buy
+19,599
New +$340K ﹤0.01% 3184
2023
Q4 		– Sell
-12,371
Closed -$367K – 3336
2023
Q3 		$367K Buy
12,371
+316
+3% +$10.6K ﹤0.01% 2667
2023
Q2 		$398K Sell
12,055
-543
-4% -$18.9K ﹤0.01% 2658
2023
Q1 		$461K Sell
12,598
-221
-2% -$8.62K ﹤0.01% 2558
2022
Q4 		$459K Buy
+12,819
New +$437K ﹤0.01% 2524

Other funds holding CHCT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial's CHCT Position: Q2 2026 in Review

Stifel Financial opened a new position in Community Healthcare Trust (CHCT) in Q2 2026: 19,599 shares worth $358K. The stake represents ﹤0.01% of the portfolio and ranks #3184 among its holdings. This is a return to the name: Stifel Financial previously reported a position in CHCT as recently as Q3 2023.

Stifel Financial first reported a position in CHCT in Q4 2022 and has held it in 5 quarters since. The position peaked at $461K in Q1 2023. 170 funds tracked by Wall St. Rank hold CHCT as of Q2 2026.

  • Stifel Financial held 19,599 shares of Community Healthcare Trust worth $358K as of Q2 2026.
  • Community Healthcare Trust was a new Stifel Financial position in Q2 2026.
  • Community Healthcare Trust made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3184 holding.
  • Stifel Financial first reported a position in Community Healthcare Trust in Q4 2022 and has held it in 5 quarters since.
  • Stifel Financial's Community Healthcare Trust position peaked at $461K in Q1 2023.
  • 170 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.