Position in CHE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$984,574
+$137,305 QoQ
Shares Held
2,114
-5.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#231
of 528 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026TRUST POINT INC. holds $2,237,269 across 5 Medical Care Facilities names. CHE ranks #1 (44.0% of the industry book) .
All Filings in CHE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $984,574 | 2,114 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $847,269 | 2,243 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $965,680 | 2,257 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,053,084 | 2,352 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,248,975 | 2,565 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,643,519 | 2,671 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,900,392 | 3,587 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,576,959 | 4,288 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,340,147 | 4,313 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,754,521 | 4,291 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,324,966 | 3,976 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||