WIA
CHCT

Wealthedge Investment Advisors’s Community Healthcare Trust CHCT Stock Holding History

Wealthedge Investment 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
-76,150
Closed -$1.21M – 146
2026
Q1 		$1.21M Buy
76,150
+57,673
+312% +$973K 0.44% 57
2025
Q4 		$303K Sell
18,477
-133,169
-88% -$1.99M 0.11% 107
2025
Q3 		$2.32M Buy
151,646
+15,215
+11% +$238K 0.88% 39
2025
Q2 		$2.27M Buy
136,431
+48,885
+56% +$806K 0.95% 28
2025
Q1 		$1.59M Buy
87,546
+37,933
+76% +$724K 0.72% 43
2024
Q4 		$953K Buy
+49,613
New +$900K 0.43% 64

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

Wealthedge Investment Advisors's CHCT Position: Q2 2026 in Review

Wealthedge Investment Advisors sold out of Community Healthcare Trust (CHCT) in Q2 2026, closing a stake of 76,150 shares — an estimated $1.21M sold.

Wealthedge Investment Advisors first reported a position in CHCT in Q4 2024 and held it in 6 quarters. The position peaked at $2.32M in Q3 2025. 170 funds tracked by Wall St. Rank hold CHCT as of Q2 2026.

  • Wealthedge Investment Advisors reported no remaining Community Healthcare Trust position as of Q2 2026 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 76,150 Community Healthcare Trust shares in Q2 2026, an estimated $1.21M.
  • Wealthedge Investment Advisors first reported a position in Community Healthcare Trust in Q4 2024 and held it in 6 quarters.
  • Wealthedge Investment Advisors's Community Healthcare Trust position peaked at $2.32M in Q3 2025.
  • 170 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.