Position in ARDT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$236,050
+$20,318 QoQ
Shares Held
27,576
+74.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ARDT Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Creative Planning holds $104,163,223 across 35 Medical Care Facilities names. ARDT ranks #28 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
86,571 | $40,968,859 | |
| 2 | ENSG |
Ensign Group, Inc
|
68,759 | $13,854,938 | |
| 3 | EHC |
Encompass Health Corp
|
59,903 | $5,794,417 | |
| 4 | UHS |
Universal Health Services Inc
|
28,333 | $5,070,757 | |
| 5 | THC |
Tenet Healthcare Corp
|
26,093 | $4,924,010 | |
| 6 | FMS |
Fresenius Medical Care AG
|
183,818 | $4,146,934 | |
| 7 | OPCH |
Option Care Health, Inc.
|
121,521 | $3,271,345 | |
| 8 | CHE |
Chemed Corp
|
8,152 | $3,079,336 |
All Filings in ARDT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $236,050 | 27,576 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $215,732 | 15,793 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||