Position in CHCT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$209,461
+$66,410 QoQ
Shares Held
13,182
+51.3% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in CHCT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026CWM, LLC holds $35,145,898 across 17 REIT - Healthcare Facilities names. CHCT ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
55,856 | $11,043,289 | |
| 2 | VTR |
Ventas, Inc.
|
119,930 | $9,807,875 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
72,330 | $3,411,082 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
62,883 | $2,755,533 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
127,657 | $2,168,892 | |
| 6 | MPT |
Medical Properties Trust Inc
|
332,963 | $1,541,618 | |
| 7 | NHI |
National Health Investors Inc
|
11,496 | $929,566 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
44,410 | $729,656 |
All Filings in CHCT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,461 | 13,182 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $143,051 | 8,712 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $156,595 | 10,235 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $197,181 | 11,857 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $36,029 | 1,984 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $27,931 | 1,454 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,682 | 258 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $958 | 41 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $318 | 12 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $905 | 34 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,989 | 67 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,386 | 42 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,573 | 43 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $2,470 | 69 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,209 | 98 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $941 | 26 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||