Position in CHCT
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$4,965,577
-$1,584,246 QoQ
Shares Held
312,497
-21.7% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in CHCT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Phocas Financial Corp. holds $5,170,997 across 2 REIT - Healthcare Facilities names. CHCT ranks #1 (96.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHCT |
Community Healthcare Trust Inc
This page
|
312,497 | $4,965,577 | |
| 2 | WELL |
Welltower Inc.
|
1,039 | $205,420 |
All Filings in CHCT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,965,577 | 312,497 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,549,823 | 398,893 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,120,413 | 400,027 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,518,610 | 391,979 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,118,847 | 392,007 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,869,030 | 409,632 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $3,689,132 | 203,258 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||