Position in CHE
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$2,273,742
+$991,693 QoQ
Shares Held
4,882
+43.8% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#167
of 532 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Corient Private Wealth LLC holds $78,025,979 across 27 Medical Care Facilities names. CHE ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
98,705 | $38,484,091 | |
| 2 | PACS |
PACS Group, Inc.
|
152,846 | $6,517,353 | |
| 3 | DVA |
Davita Inc.
|
27,685 | $6,159,358 | |
| 4 | UHS |
Universal Health Services Inc
|
33,351 | $4,958,959 | |
| 5 | AMN |
Amn Healthcare Services Inc
|
101,418 | $3,282,900 | |
| 6 | NHC |
National Healthcare Corp
|
11,825 | $2,499,332 | |
| 7 | CHE |
Chemed Corp
This page
|
4,882 | $2,273,742 | |
| 8 | EHC |
Encompass Health Corp
|
16,988 | $1,717,147 |
All Filings in CHE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,273,742 | 4,882 | Shares | Sole | 2026-08-27 | |
| 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. | ||||||