Position in CHE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$299,933
+$146,576 QoQ
Shares Held
644
+58.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#353
of 528 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $2,853,483 across 40 Medical Care Facilities names. CHE ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
|
4,760 | $481,137 | |
| 2 | CHE |
Chemed Corp
This page
|
644 | $299,933 | |
| 3 | PACS |
PACS Group, Inc.
|
5,362 | $228,632 | |
| 4 | HCA |
HCA Healthcare, Inc.
|
533 | $207,808 | |
| 5 | THC |
Tenet Healthcare Corp
|
950 | $177,723 | |
| 6 | AGL |
agilon health, inc.
|
1,619 | $173,521 | |
| 7 | DVA |
Davita Inc.
|
736 | $163,740 | |
| 8 | NUTX |
Nutex Health Inc.
|
934 | $159,610 |
All Filings in CHE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,933 | 644 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $153,357 | 406 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $158,732 | 371 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $130,289 | 291 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $285,340 | 586 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $309,504 | 503 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $263,837 | 498 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $279,448 | 465 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $262,607 | 484 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $312,616 | 487 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $282,433 | 483 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $249,974 | 481 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $271,375 | 501 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $296,837 | 552 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $255,213 | 500 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $388,537 | 890 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $495,204 | 1,055 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $471,090 | 930 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $229,073 | 433 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||