Sumitomo Mitsui Trust Group
CHCT

Sumitomo Mitsui Trust Group’s Community Healthcare Trust CHCT Stock Holding History

Sumitomo Mitsui Trust Group’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 		$444K Sell
24,308
-1,179
-5% -$20.5K ﹤0.01% 992
2026
Q1 		$405K Sell
25,487
-320
-1% -$5.4K ﹤0.01% 961
2025
Q4 		$424K Sell
25,807
-504
-2% -$7.53K ﹤0.01% 972
2025
Q3 		$403K Sell
26,311
-485
-2% -$7.59K ﹤0.01% 973
2025
Q2 		$446K Hold
26,796
– – ﹤0.01% 939
2025
Q1 		$487K Hold
26,796
– – ﹤0.01% 937
2024
Q4 		$515K Sell
26,796
-731
-3% -$13.3K ﹤0.01% 943
2024
Q3 		$500K Sell
27,527
-743
-3% -$15.2K ﹤0.01% 962
2024
Q2 		$661K Sell
28,270
-1,485
-5% -$36.1K ﹤0.01% 939
2024
Q1 		$790K Buy
29,755
+527
+2% +$13.9K ﹤0.01% 984
2023
Q4 		$779K Buy
29,228
+2,948
+11% +$81.2K ﹤0.01% 1003
2023
Q3 		$781K Sell
26,280
-109
-0.4% -$3.66K ﹤0.01% 1012
2023
Q2 		$871K Buy
26,389
+252
+1% +$8.76K ﹤0.01% 1010
2023
Q1 		$957K Sell
26,137
-389
-1% -$15.2K ﹤0.01% 1000
2022
Q4 		$950K Sell
26,526
-516
-2% -$17.6K ﹤0.01% 1034
2022
Q3 		$886K Sell
27,042
-1,280
-5% -$47.3K ﹤0.01% 1052
2022
Q2 		$1.03M Sell
28,322
-2,058
-7% -$77.1K ﹤0.01% 1041
2022
Q1 		$1.28M Sell
30,380
-634
-2% -$27.5K ﹤0.01% 1017
2021
Q4 		$1.47M Sell
31,014
-1,524
-5% -$70K ﹤0.01% 990
2021
Q3 		$1.47M Buy
32,538
+1,564
+5% +$75.8K ﹤0.01% 988
2021
Q2 		$1.47M Sell
30,974
-6,181
-17% -$302K ﹤0.01% 991
2021
Q1 		$1.71M Sell
37,155
-1,715
-4% -$79.6K ﹤0.01% 948
2020
Q4 		$1.83M Sell
38,870
-4,756
-11% -$226K ﹤0.01% 913
2020
Q3 		$2.04M Sell
43,626
-178
-0.4% -$8.14K ﹤0.01% 886
2020
Q2 		$1.79M Buy
43,804
+2,945
+7% +$110K ﹤0.01% 895
2020
Q1 		$1.56M Buy
40,859
+10,502
+35% +$457K ﹤0.01% 895
2019
Q4 		$1.3M Buy
30,357
+5,744
+23% +$262K ﹤0.01% 933
2019
Q3 		$1.1M Buy
24,613
+4,012
+19% +$169K ﹤0.01% 933
2019
Q2 		$812K Buy
20,601
+10,011
+95% +$373K ﹤0.01% 900
2019
Q1 		$380K Sell
10,590
-6,856
-39% -$228K ﹤0.01% 918
2018
Q4 		$505K Sell
17,446
-854
-5% -$25.4K ﹤0.01% 865
2018
Q3 		$567K Buy
18,300
+3,061
+20% +$93.4K ﹤0.01% 844
2018
Q2 		$455K Hold
15,239
– – ﹤0.01% 856
2018
Q1 		$392K Hold
15,239
– – ﹤0.01% 855
2017
Q4 		$428K Sell
15,239
-100
-0.7% -$2.77K ﹤0.01% 857
2017
Q3 		$414K Buy
15,339
+2,433
+19% +$62.7K ﹤0.01% 860
2017
Q2 		$330K Hold
12,906
– – ﹤0.01% 856
2017
Q1 		$308K Hold
12,906
– – ﹤0.01% 846
2016
Q4 		$297K Buy
+12,906
New +$288K ﹤0.01% 849

Other funds holding CHCT

PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
ADMI
Albert D. Mason Inc Boston, Massachusetts $176M AUM 40.3% 1-Year Est. Return

Sumitomo Mitsui Trust Group's CHCT Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Community Healthcare Trust (CHCT) stake by 4.6% in Q2 2026, selling an estimated $20.5K and leaving 24,308 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Sumitomo Mitsui Trust Group first reported a position in CHCT in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.04M in Q3 2020. 47 funds tracked by Wall St. Rank hold CHCT as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 24,308 shares of Community Healthcare Trust worth $444K as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 1,179 Community Healthcare Trust shares in Q2 2026, an estimated $20.5K.
  • Community Healthcare Trust made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #992 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Community Healthcare Trust in Q4 2016 and has held it in 39 quarters since.
  • Sumitomo Mitsui Trust Group's Community Healthcare Trust position peaked at $2.04M in Q3 2020.
  • 47 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.