WPA
CHCT

Wealth Preservation Advisors’s Community Healthcare Trust CHCT Stock Holding History

Wealth Preservation Advisors’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 		$3.58K Hold
225
– – ﹤0.01% 532
2025
Q4 		$3.69K Hold
225
– – ﹤0.01% 419
2025
Q3 		$3.44K Hold
225
– – ﹤0.01% 423
2025
Q2 		$3.74K Hold
225
– – ﹤0.01% 400
2025
Q1 		$4.09K Buy
+225
New +$4.29K ﹤0.01% 399

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

Wealth Preservation Advisors's CHCT Position: Q1 2026 in Review

Wealth Preservation Advisors held its Community Healthcare Trust (CHCT) position steady in Q1 2026 at 225 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Wealth Preservation Advisors first reported a position in CHCT in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.09K in Q1 2025. 162 funds tracked by Wall St. Rank hold CHCT as of Q1 2026.

  • Wealth Preservation Advisors held 225 shares of Community Healthcare Trust worth $3.58K as of Q1 2026.
  • Wealth Preservation Advisors left its Community Healthcare Trust share count unchanged in Q1 2026.
  • Community Healthcare Trust made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #532 holding.
  • Wealth Preservation Advisors first reported a position in Community Healthcare Trust in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Community Healthcare Trust position peaked at $4.09K in Q1 2025.
  • 162 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.