Position in CHCT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$711,255
-$61,332 QoQ
Shares Held
38,909
-20.0% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 169 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHCT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Creative Planning holds $111,699,538 across 16 REIT - Healthcare Facilities names. CHCT ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
231,196 | $52,474,556 | |
| 2 | VTR |
Ventas, Inc.
|
142,720 | $12,673,535 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
531,278 | $11,369,349 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
228,169 | $10,879,097 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
441,781 | $8,910,722 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
111,138 | $4,484,418 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
44,386 | $2,314,729 | |
| 8 | DHC |
Diversified Healthcare Trust
|
242,193 | $2,252,394 |
All Filings in CHCT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,255 | 38,909 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $772,587 | 48,621 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $795,844 | 48,468 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $204,178 | 13,345 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $195,501 | 11,756 | Shares | Defined | 2025-08-08 | |
| 2024-12-31 | $25,606 | 1,333 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $305,777 | 13,073 | Shares | Defined | 2024-08-15 | |
| 2020-03-31 | $624,767 | 16,321 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||