Position in CHCT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$383,695
-$28,988 QoQ
Shares Held
24,147
-3.9% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHCT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $315,129,739 across 13 REIT - Healthcare Facilities names. CHCT ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
480,374 | $94,974,738 | |
| 2 | VTR |
Ventas, Inc.
|
1,061,665 | $86,822,959 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
4,510,533 | $74,108,051 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
608,538 | $26,666,131 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
210,125 | $7,701,077 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
159,317 | $7,513,388 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
390,431 | $7,507,985 | |
| 8 | NHI |
National Health Investors Inc
|
38,502 | $3,113,270 |
All Filings in CHCT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $383,695 | 24,147 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $412,683 | 25,133 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $342,994 | 22,418 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $309,865 | 18,633 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $338,138 | 18,620 | Shares | Defined | 2025-05-13 | |
| 2023-06-30 | $333,929 | 10,113 | Shares | Defined | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||