Position in CHE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,493,162
-$299,214 QoQ
Shares Held
3,206
-32.4% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#195
of 527 holders
Holding Since
Sep 2024
8 quarters on record
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Kestra Investment Management, LLC holds $8,455,671 across 4 Medical Care Facilities names. CHE ranks #2 (17.7% of the industry book) .
All Filings in CHE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,493,162 | 3,206 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,792,376 | 4,745 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,286,575 | 3,007 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $817,573 | 1,826 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $837,519 | 1,720 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,058,350 | 1,720 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $561,588 | 1,060 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $599,768 | 998 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||