Position in ADUS
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$6,259,566
-$235,381 QoQ
Shares Held
66,840
+10.5% QoQ
Ownership
0.358%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ADUS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $329,866,362 across 26 Medical Care Facilities names. ADUS ranks #11 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
160,565 | $75,985,780 | |
| 2 | ENSG |
Ensign Group, Inc
|
357,880 | $72,112,820 | |
| 3 | THC |
Tenet Healthcare Corp
|
247,363 | $46,679,871 | |
| 4 | EHC |
Encompass Health Corp
|
355,187 | $34,357,238 | |
| 5 | CHE |
Chemed Corp
|
58,220 | $21,992,022 | |
| 6 | USPH |
U S Physical Therapy Inc /Nv
|
273,109 | $20,472,250 | |
| 7 | UHS |
Universal Health Services Inc
|
50,179 | $8,980,535 | |
| 8 | FMS |
Fresenius Medical Care AG
|
383,771 | $8,657,873 |
All Filings in ADUS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,259,566 | 66,840 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,494,947 | 60,480 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,782,738 | 65,961 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,269,756 | 63,111 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,324,954 | 43,735 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,352,194 | 42,698 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,193,358 | 39,039 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,825,067 | 41,556 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,573,931 | 44,261 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,594,218 | 49,480 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,117,062 | 48,328 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,604,128 | 28,092 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,646,687 | 24,791 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,424,571 | 24,370 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,177,091 | 22,859 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,338,975 | 16,078 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $833,826 | 8,938 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $820,924 | 8,779 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $595,573 | 7,468 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $730,547 | 8,374 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $824,064 | 7,879 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $911,428 | 7,784 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $684,063 | 7,238 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $687,072 | 7,423 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $524,373 | 7,757 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||