Position in ADUS
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$243,957
+$4,263 QoQ
Shares Held
2,605
+16.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADUS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $4,044,901 across 6 Medical Care Facilities names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
3,197 | $1,246,477 | |
| 2 | THC |
Tenet Healthcare Corp
|
6,460 | $1,208,536 | |
| 3 | MD |
Pediatrix Medical Group, Inc.
|
28,384 | $718,965 | |
| 4 | DVA |
Davita Inc.
|
1,867 | $415,369 | |
| 5 | ENSG |
Ensign Group, Inc
|
1,483 | $237,724 | |
| 6 | UHS |
Universal Health Services Inc
|
1,465 | $217,830 |
All Filings in ADUS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $243,957 | 2,605 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $239,694 | 2,232 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||