Position in CHE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,172,392
-$4,193,034 QoQ
Shares Held
13,693
-37.4% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.67764551230556.ToString("F0")%
Shared 0.ToString("F0")%
None 2.3223544876944424.ToString("F0")%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $64,139,381 across 16 Medical Care Facilities names. CHE ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
39,120 | $18,513,146 | |
| 2 | ENSG |
Ensign Group, Inc
|
80,008 | $16,121,611 | |
| 3 | THC |
Tenet Healthcare Corp
|
35,456 | $6,690,900 | |
| 4 | EHC |
Encompass Health Corp
|
59,296 | $5,735,701 | |
| 5 | CHE |
Chemed Corp
This page
|
13,693 | $5,172,392 | |
| 6 | USPH |
U S Physical Therapy Inc /Nv
|
56,570 | $4,240,486 | |
| 7 | FMS |
Fresenius Medical Care AG
|
80,664 | $1,819,779 | |
| 8 | UHS |
Universal Health Services Inc
|
6,905 | $1,235,786 |
All Filings in CHE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,172,392 | 13,693 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,365,426 | 21,889 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,390,057 | 25,439 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $12,938,216 | 26,571 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,611,178 | 26,996 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $14,381,420 | 27,145 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $16,223,785 | 26,996 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $14,499,364 | 26,723 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $17,038,747 | 26,543 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $15,069,592 | 25,771 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $13,472,182 | 25,923 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $13,801,751 | 25,480 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $13,682,510 | 25,444 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $13,801,516 | 27,039 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,204,034 | 27,955 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,256,042 | 28,241 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $14,082,089 | 27,800 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $14,158,695 | 26,763 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,527,532 | 24,784 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,456,836 | 32,575 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $15,549,270 | 33,816 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $16,883,735 | 31,700 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $15,517,705 | 32,305 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $5,681,676 | 12,596 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,860,069 | 11,219 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||