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
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 $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

Wealthedge Investment Advisors's CHCT Position: Q1 2026 in Review

Wealthedge Investment Advisors increased its Community Healthcare Trust (CHCT) stake by 312% in Q1 2026, buying an estimated $973K and bringing the position to 76,150 shares worth $1.21M. The position accounts for 0.44% of the portfolio, ranked #57.

Wealthedge Investment Advisors first reported a position in CHCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.32M in Q3 2025. 162 funds tracked by Wall St. Rank hold CHCT as of Q1 2026.

  • Wealthedge Investment Advisors held 76,150 shares of Community Healthcare Trust worth $1.21M as of Q1 2026.
  • Wealthedge Investment Advisors bought 57,673 Community Healthcare Trust shares in Q1 2026, an estimated $973K.
  • Community Healthcare Trust made up 0.44% of Wealthedge Investment Advisors's portfolio in Q1 2026, its #57 holding.
  • Wealthedge Investment Advisors first reported a position in Community Healthcare Trust in Q4 2024 and has held it in 6 quarters since.
  • Wealthedge Investment Advisors's Community Healthcare Trust position peaked at $2.32M in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.