Position in CHE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,282,049
-$519,669 QoQ
Shares Held
3,394
-19.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 95.550972304066.ToString("F0")%
Shared 0.44195639363582795.ToString("F0")%
None 4.007071302298174.ToString("F0")%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Corient Private Wealth LLC holds $73,010,507 across 23 Medical Care Facilities names. CHE ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
47,844 | $22,641,693 | |
| 2 | UHS |
Universal Health Services Inc
|
115,321 | $20,638,999 | |
| 3 | DVA |
Davita Inc.
|
54,256 | $8,338,603 | |
| 4 | PACS |
PACS Group, Inc.
|
150,166 | $4,823,331 | |
| 5 | ENSG |
Ensign Group, Inc
|
23,147 | $4,664,120 | |
| 6 | EHC |
Encompass Health Corp
|
15,630 | $1,511,889 | |
| 7 | THC |
Tenet Healthcare Corp
|
7,947 | $1,499,677 | |
| 8 | CHE |
Chemed Corp
This page
|
3,394 | $1,282,049 |
All Filings in CHE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,282,049 | 3,394 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,801,718 | 4,211 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $2,492,567 | 5,567 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,096,078 | 2,251 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $1,314,938 | 2,137 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,212,181 | 2,288 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $1,631,032 | 2,714 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,455,741 | 2,683 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,737,704 | 2,707 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,602,799 | 2,741 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,320,557 | 2,541 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $981,505 | 1,812 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $978,166 | 1,819 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $412,426 | 808 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||