Position in CHE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$213,308
-$14,469 QoQ
Shares Held
458
-24.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#70
of 107 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026IFP Advisors, Inc holds $5,374,711 across 35 Medical Care Facilities names. CHE ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
9,563 | $3,728,518 | |
| 2 | UHS |
Universal Health Services Inc
|
1,878 | $279,239 | |
| 3 | ACHC |
Acadia Healthcare Company, Inc.
|
8,831 | $260,779 | |
| 4 | CHE |
Chemed Corp
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|
458 | $213,308 | |
| 5 | THC |
Tenet Healthcare Corp
|
1,019 | $190,634 | |
| 6 | SNDA |
Sonida Senior Living, Inc.
|
4,130 | $168,504 | |
| 7 | EHC |
Encompass Health Corp
|
1,380 | $139,490 | |
| 8 | DVA |
Davita Inc.
|
437 | $97,223 |
All Filings in CHE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,308 | 458 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $227,777 | 603 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $714,954 | 1,671 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $389,981 | 871 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $270,733 | 556 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $278,124 | 452 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $256,953 | 485 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $441,712 | 735 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $436,776 | 805 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $249,710 | 389 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $130,984 | 224 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $123,688 | 238 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $120,792 | 223 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $119,918 | 223 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $138,326 | 271 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $119,617 | 274 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $113,122 | 241 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $122,078 | 241 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $100,517 | 190 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $6,976 | 15 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $24,674 | 52 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $24,830 | 54 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $20,239 | 38 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $7,205 | 15 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $6,766 | 15 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $6,498 | 15 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||