Position in CHCT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$310,229
-$36,204 QoQ
Shares Held
16,971
-22.2% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 169 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 24%
None 76%
Common Shares in CHCT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $96,958,160 across 10 REIT - Healthcare Facilities names. CHCT ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
243,378 | $55,239,503 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
368,352 | $17,563,022 | |
| 3 | VTR |
Ventas, Inc.
|
100,196 | $8,897,404 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
242,389 | $5,187,123 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
194,551 | $3,924,092 | |
| 6 | MPT |
Medical Properties Trust Inc
|
515,086 | $2,379,695 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
41,707 | $1,682,876 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
52,210 | $1,018,616 |
All Filings in CHCT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,229 | 16,971 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $346,433 | 21,802 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $300,058 | 18,274 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $274,573 | 17,946 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $316,152 | 19,011 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $200,286 | 11,029 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||