Position in CHCT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$219,360
+$28,680 QoQ
Shares Held
12,000
0.0% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#13
of 38 holders
Holding Since
Sep 2024
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, 2026Accel Wealth Management holds $1,025,442 across 2 REIT - Healthcare Facilities names. CHCT ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
15,457 | $806,082 | |
| 2 | CHCT |
Community Healthcare Trust Inc
This page
|
12,000 | $219,360 |
All Filings in CHCT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,360 | 12,000 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $190,680 | 12,000 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $197,040 | 12,000 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $153,000 | 10,000 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $166,300 | 10,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $181,600 | 10,000 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $192,100 | 10,000 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $181,500 | 10,000 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||