Position in CHE
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$153,357
-$5,375 QoQ
Shares Held
406
+9.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $2,406,229 across 38 Medical Care Facilities names. CHE ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
|
5,757 | $556,867 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
935 | $442,475 | |
| 3 | ENSG |
Ensign Group, Inc
|
992 | $199,885 | |
| 4 | PACS |
PACS Group, Inc.
|
5,064 | $162,652 | |
| 5 | CHE |
Chemed Corp
This page
|
406 | $153,357 | |
| 6 | ADUS |
Addus HomeCare Corp
|
1,237 | $115,841 | |
| 7 | AVAH |
Aveanna Healthcare Holdings, Inc.
|
17,552 | $113,033 | |
| 8 | FMS |
Fresenius Medical Care AG
|
4,135 | $93,281 |
All Filings in CHE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||