Position in CHCT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$358,269
-$9,149 QoQ
Shares Held
19,599
+58.4% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 169 holders
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CHCT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $134,826,940 across 14 REIT - Healthcare Facilities names. CHCT ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
336,691 | $76,418,753 | |
| 2 | VTR |
Ventas, Inc.
|
179,344 | $15,925,746 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
247,865 | $11,818,201 | |
| 4 | XRN |
Chiron Real Estate Inc.
|
267,266 | $10,027,819 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
297,250 | $6,361,148 | |
| 6 | UHT |
Universal Health Realty Income Trust
|
94,934 | $4,163,804 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
97,892 | $3,949,941 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
127,810 | $2,577,927 |
All Filings in CHCT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,269 | 19,599 | Shares | Defined | 2026-08-12 | |
| 2023-09-30 | $367,418 | 12,371 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $398,055 | 12,055 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $461,086 | 12,598 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $458,919 | 12,819 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||