Wealth Enhancement Advisory Services
CHCT

Wealth Enhancement Advisory Services’s Community Healthcare Trust CHCT Stock Holding History

Wealth Enhancement Advisory Services’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 		$348K Buy
19,349
+7,455
+63% +$129K ﹤0.01% 3056
2026
Q1 		$191K Buy
+11,894
New +$201K ﹤0.01% 3151
2025
Q3 		– Sell
-20,373
Closed -$357K – 3608
2025
Q2 		$357K Buy
20,373
+7,114
+54% +$117K ﹤0.01% 2490
2025
Q1 		$241K Buy
+13,259
New +$253K ﹤0.01% 2594

Other funds holding CHCT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
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

Wealth Enhancement Advisory Services's CHCT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Community Healthcare Trust (CHCT) stake by 63% in Q2 2026, buying an estimated $129K and bringing the position to 19,349 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #3056.

Wealth Enhancement Advisory Services first reported a position in CHCT in Q1 2025 and has held it in 4 quarters since. The position peaked at $357K in Q2 2025. 169 funds tracked by Wall St. Rank hold CHCT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 19,349 shares of Community Healthcare Trust worth $348K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,455 Community Healthcare Trust shares in Q2 2026, an estimated $129K.
  • Community Healthcare Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3056 holding.
  • Wealth Enhancement Advisory Services first reported a position in Community Healthcare Trust in Q1 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Community Healthcare Trust position peaked at $357K in Q2 2025.
  • 169 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.