SIP
CHCT

Stoneridge Investment Partners’s Community Healthcare Trust CHCT Stock Holding History

Stoneridge Investment Partners’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 		– Sell
-10,501
Closed -$167K – 154
2026
Q1 		$167K Hold
10,501
– – 0.12% 104
2025
Q4 		$172K Buy
+10,501
New +$157K 0.12% 102

Other funds holding CHCT

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Vanguard Portfolio Management
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SFM
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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

Stoneridge Investment Partners's CHCT Position: Q2 2026 in Review

Stoneridge Investment Partners sold out of Community Healthcare Trust (CHCT) in Q2 2026, closing a stake of 10,501 shares — an estimated $167K sold.

Stoneridge Investment Partners first reported a position in CHCT in Q4 2025 and held it in 2 quarters. The position peaked at $172K in Q4 2025. 170 funds tracked by Wall St. Rank hold CHCT as of Q2 2026.

  • Stoneridge Investment Partners reported no remaining Community Healthcare Trust position as of Q2 2026 after selling out during the quarter.
  • Stoneridge Investment Partners sold 10,501 Community Healthcare Trust shares in Q2 2026, an estimated $167K.
  • Stoneridge Investment Partners first reported a position in Community Healthcare Trust in Q4 2025 and held it in 2 quarters.
  • Stoneridge Investment Partners's Community Healthcare Trust position peaked at $172K in Q4 2025.
  • 170 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.