Position in CHE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$324,620
+$121,774 QoQ
Shares Held
697
+29.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#340
of 528 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026EQUITABLE TRUST CO holds $69,739,926 across 5 Medical Care Facilities names. CHE ranks #4 (0.5% of the industry book) .
All Filings in CHE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,620 | 697 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $202,846 | 537 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $416,307 | 973 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $441,919 | 987 | Shares | Defined | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||