Position in CHCT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$772,587
-$23,257 QoQ
Shares Held
48,621
+0.3% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 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 Mar 31, 2026Creative Planning holds $89,458,934 across 15 REIT - Healthcare Facilities names. CHCT ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
220,074 | $43,510,830 | |
| 2 | VTR |
Ventas, Inc.
|
150,378 | $12,297,912 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
175,381 | $7,685,195 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
408,305 | $6,708,451 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
320,819 | $5,450,714 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
101,154 | $3,707,294 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
43,738 | $2,062,684 | |
| 8 | MPT |
Medical Properties Trust Inc
|
361,660 | $1,674,485 |
All Filings in CHCT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||