CREATIVE FINANCIAL DESIGNS INC /ADV
Position in CHCT — Community Healthcare Trust Inc
CIK 819864
KOKOMO, IN
Position in CHCT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$99,717
+$27,926 QoQ
Shares Held
5,455
+20.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#16
of 33 holders
Holding Since
Sep 2025
4 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,764,047 across 10 REIT - Healthcare Facilities names. CHCT ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SILA |
Sila Realty Trust, Inc.
|
22,471 | $682,219 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
13,976 | $299,086 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
5,540 | $288,911 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
4,317 | $205,834 | |
| 5 | WELL |
Welltower Inc.
|
589 | $133,685 | |
| 6 | CHCT |
Community Healthcare Trust Inc
This page
|
5,455 | $99,717 | |
| 7 | VTR |
Ventas, Inc.
|
554 | $49,195 | |
| 8 | UHT |
Universal Health Realty Income Trust
|
72 | $3,157 |
All Filings in CHCT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,717 | 5,455 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $71,791 | 4,518 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $58,340 | 3,553 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $26,560 | 1,736 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||