True Wealth Design’s Community Healthcare Trust CHCT Stock Holding History

True Wealth Design’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 Q3	$610	Sell	43 -112	-72%	-$1.81K	﹤0.01%	2077
2026 Q2	$2.83K	Buy	155 +39	+34%	+$677	﹤0.01%	1554
2026 Q1	$1.84K	Buy	116 +55	+90%	+$928	﹤0.01%	1582
2025 Q4	$1K	Buy	61 +17	+39%	+$254	﹤0.01%	1701
2025 Q3	$674	Sell	44 -123	-74%	-$1.93K	﹤0.01%	1904
2025 Q2	$2.78K	Buy	167 +133	+391%	+$2.19K	﹤0.01%	1038
2025 Q1	$618	Buy	34 +11	+48%	+$210	﹤0.01%	1465
2024 Q4	$442	Buy	+23	New	+$417	﹤0.01%	1115

Other funds holding CHCT

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's CHCT Position: Q3 2026 in Review

True Wealth Design reduced its Community Healthcare Trust (CHCT) stake by 72% in Q3 2026, selling an estimated $1.81K and leaving 43 shares worth $610. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

True Wealth Design first reported a position in CHCT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.83K in Q2 2026. 16 funds tracked by Wall St. Rank hold CHCT as of Q3 2026.

True Wealth Design held 43 shares of Community Healthcare Trust worth $610 as of Q3 2026.
True Wealth Design sold 112 Community Healthcare Trust shares in Q3 2026, an estimated $1.81K.
Community Healthcare Trust made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2077 holding.
True Wealth Design first reported a position in Community Healthcare Trust in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's Community Healthcare Trust position peaked at $2.83K in Q2 2026.
16 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.