Position in CHE
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$636,491
-$111,408 QoQ
Shares Held
1,685
-3.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Kestra Advisory Services, LLC holds $5,979,733 across 6 Medical Care Facilities names. CHE ranks #4 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
5,238 | $2,478,831 | |
| 2 | SNDA |
Sonida Senior Living, Inc.
|
32,136 | $1,036,386 | |
| 3 | UHS |
Universal Health Services Inc
|
5,433 | $972,344 | |
| 4 | CHE |
Chemed Corp
This page
|
1,685 | $636,491 | |
| 5 | ENSG |
Ensign Group, Inc
|
2,440 | $491,660 | |
| 6 | THC |
Tenet Healthcare Corp
|
1,929 | $364,021 |
All Filings in CHE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $636,491 | 1,685 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $747,899 | 1,748 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $687,728 | 1,536 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $646,643 | 1,328 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $571,016 | 928 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $522,912 | 987 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $871,406 | 1,450 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $473,129 | 872 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $512,902 | 799 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $415,757 | 711 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $329,489 | 634 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $330,960 | 611 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $319,961 | 595 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $559,431 | 1,096 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $313,450 | 718 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $324,817 | 692 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $323,178 | 638 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $330,120 | 624 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $316,746 | 681 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $421,830 | 889 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $437,288 | 951 | Shares | Sole | 2022-07-27 | |
| 2020-09-30 | $7,205 | 15 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||