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
Q2 		– Sell
-225
Closed -$3.58K – 235
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 $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 Preservation Advisors's CHCT Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Community Healthcare Trust (CHCT) in Q2 2026, closing a stake of 225 shares — an estimated $3.58K sold.

Wealth Preservation Advisors first reported a position in CHCT in Q1 2025 and held it in 5 quarters. The position peaked at $4.09K in Q1 2025. 170 funds tracked by Wall St. Rank hold CHCT as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Community Healthcare Trust position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 225 Community Healthcare Trust shares in Q2 2026, an estimated $3.58K.
  • Wealth Preservation Advisors first reported a position in Community Healthcare Trust in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Community Healthcare Trust position peaked at $4.09K in Q1 2025.
  • 170 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.