Position in CHCT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,385,317
+$838,595 QoQ
Shares Held
513,420
-4.5% QoQ
Ownership
1.79%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#13
of 169 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CHCT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Focus Partners Wealth holds $53,194,916 across 10 REIT - Healthcare Facilities names. CHCT ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
133,077 | $30,204,486 | |
| 2 | CHCT |
Community Healthcare Trust Inc
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|
513,420 | $9,385,317 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
100,961 | $4,813,820 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
124,703 | $2,668,644 | |
| 5 | VTR |
Ventas, Inc.
|
24,898 | $2,210,942 | |
| 6 | 40,442 | $1,227,819 | |||
| 7 | HR |
Healthcare Realty Trust Inc
|
57,808 | $1,165,987 | |
| 8 | MPT |
Medical Properties Trust Inc
|
141,324 | $652,916 |
All Filings in CHCT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,385,317 | 513,420 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,546,722 | 537,868 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,495,620 | 578,296 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,372,857 | 743,324 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,278,328 | 738,324 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,300,347 | 732,398 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $14,305,129 | 744,671 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $3,507,051 | 193,226 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,187,078 | 521,038 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||