TWD
CHCT

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
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

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM

True Wealth Design's CHCT Position: Q2 2026 in Review

True Wealth Design increased its Community Healthcare Trust (CHCT) stake by 34% in Q2 2026, buying an estimated $677 and bringing the position to 155 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

True Wealth Design first reported a position in CHCT in Q4 2024 and has held it in 7 quarters since. 13 funds tracked by Wall St. Rank hold CHCT as of Q2 2026.

  • True Wealth Design held 155 shares of Community Healthcare Trust worth $2.83K as of Q2 2026.
  • True Wealth Design bought 39 Community Healthcare Trust shares in Q2 2026, an estimated $677.
  • Community Healthcare Trust made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1554 holding.
  • True Wealth Design first reported a position in Community Healthcare Trust in Q4 2024 and has held it in 7 quarters since.
  • 13 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.