UBS Group
CHCT

UBS Group’s Community Healthcare Trust CHCT Stock Holding History

UBS 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
Q1 		$662K Buy
41,691
+3,128
+8% +$52.8K ﹤0.01% 5867
2025
Q4 		$633K Sell
38,563
-1,880
-5% -$28.1K ﹤0.01% 5938
2025
Q3 		$619K Sell
40,443
-78,549
-66% -$1.23M ﹤0.01% 5927
2025
Q2 		$1.98M Buy
118,992
+93,736
+371% +$1.55M ﹤0.01% 4834
2025
Q1 		$459K Sell
25,256
-20,960
-45% -$400K ﹤0.01% 5919
2024
Q4 		$888K Buy
46,216
+20,085
+77% +$364K ﹤0.01% 5397
2024
Q3 		$474K Buy
26,131
+8,630
+49% +$176K ﹤0.01% 5265
2024
Q2 		$409K Sell
17,501
-14,539
-45% -$353K ﹤0.01% 5162
2024
Q1 		$851K Buy
32,040
+3,678
+13% +$97K ﹤0.01% 4729
2023
Q4 		$756K Buy
28,362
+19,555
+222% +$539K ﹤0.01% 4741
2023
Q3 		$262K Sell
8,807
-13,279
-60% -$446K ﹤0.01% 5176
2023
Q2 		$729K Buy
22,086
+5,704
+35% +$198K ﹤0.01% 4514
2023
Q1 		$600K Buy
16,382
+7,300
+80% +$285K ﹤0.01% 4552
2022
Q4 		$325K Sell
9,082
-3,583
-28% -$122K ﹤0.01% 5053
2022
Q3 		$414K Buy
12,665
+10,640
+525% +$393K ﹤0.01% 4509
2022
Q2 		$74K Sell
2,025
-14,954
-88% -$560K ﹤0.01% 5638
2022
Q1 		$716K Sell
16,979
-11,574
-41% -$501K ﹤0.01% 4418
2021
Q4 		$1.35M Sell
28,553
-6,471
-18% -$297K ﹤0.01% 4119
2021
Q3 		$1.58M Buy
35,024
+16,065
+85% +$779K ﹤0.01% 3791
2021
Q2 		$899K Sell
18,959
-55
-0.3% -$2.69K ﹤0.01% 4267
2021
Q1 		$877K Sell
19,014
-7,792
-29% -$362K ﹤0.01% 4393
2020
Q4 		$1.26M Buy
26,806
+3,984
+17% +$189K ﹤0.01% 3828
2020
Q3 		$1.07M Buy
22,822
+4,633
+25% +$212K ﹤0.01% 3589
2020
Q2 		$744K Buy
18,189
+7,756
+74% +$290K ﹤0.01% 3780
2020
Q1 		$399K Sell
10,433
-16,465
-61% -$716K ﹤0.01% 4165
2019
Q4 		$1.15M Buy
26,898
+12,064
+81% +$550K ﹤0.01% 4071
2019
Q3 		$661K Buy
14,834
+8,093
+120% +$341K ﹤0.01% 4317
2019
Q2 		$266K Buy
6,741
+2,920
+76% +$109K ﹤0.01% 4729
2019
Q1 		$137K Sell
3,821
-9,057
-70% -$301K ﹤0.01% 4845
2018
Q4 		$371K Buy
12,878
+2,842
+28% +$84.4K ﹤0.01% 4480
2018
Q3 		$311K Buy
10,036
+4,098
+69% +$125K ﹤0.01% 4733
2018
Q2 		$178K Sell
5,938
-17,496
-75% -$469K ﹤0.01% 5040
2018
Q1 		$603K Buy
23,434
+22,573
+2,622% +$572K ﹤0.01% 4084
2017
Q4 		$24K Buy
861
+399
+86% +$11K ﹤0.01% 6403
2017
Q3 		$12K Sell
462
-774
-63% -$19.9K ﹤0.01% 6769
2017
Q2 		$32K Sell
1,236
-5,121
-81% -$129K ﹤0.01% 5978
2017
Q1 		$152K Buy
6,357
+238
+4% +$5.44K ﹤0.01% 4810
2016
Q4 		$141K Buy
6,119
+3,120
+104% +$69.7K ﹤0.01% 5033
2016
Q3 		$66K Buy
2,999
+2,781
+1,276% +$62.5K ﹤0.01% 5286
2016
Q2 		$5K Sell
218
-13,756
-98% -$261K ﹤0.01% 7111
2016
Q1 		$258K Buy
13,974
+12,755
+1,046% +$231K ﹤0.01% 4312
2015
Q4 		$22K Buy
+1,219
New +$22.3K ﹤0.01% 6645
2015
Q3 		– Sell
-276
Closed -$5K – 8422
2015
Q2 		$5K Buy
+276
New +$5.32K ﹤0.01% 7856

Other funds holding CHCT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's CHCT Position: Q1 2026 in Review

UBS Group increased its Community Healthcare Trust (CHCT) stake by 8.1% in Q1 2026, buying an estimated $52.8K and bringing the position to 41,691 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #5867.

UBS Group first reported a position in CHCT in Q2 2015 and has held it in 43 quarters since. The position peaked at $1.98M in Q2 2025. 162 funds tracked by Wall St. Rank hold CHCT as of Q1 2026.

  • UBS Group held 41,691 shares of Community Healthcare Trust worth $662K as of Q1 2026.
  • UBS Group bought 3,128 Community Healthcare Trust shares in Q1 2026, an estimated $52.8K.
  • Community Healthcare Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5867 holding.
  • UBS Group first reported a position in Community Healthcare Trust in Q2 2015 and has held it in 43 quarters since.
  • UBS Group's Community Healthcare Trust position peaked at $1.98M in Q2 2025.
  • 162 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.