Position in CHE
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$163,561
+$117,353 QoQ
Shares Held
433
+300.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $2,872,481 across 38 Medical Care Facilities names. CHE ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVA |
Davita Inc.
|
11,556 | $1,776,041 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
703 | $332,687 | |
| 3 | THC |
Tenet Healthcare Corp
|
1,718 | $324,203 | |
| 4 | CHE |
Chemed Corp
This page
|
433 | $163,561 | |
| 5 | UHS |
Universal Health Services Inc
|
856 | $153,198 | |
| 6 | ENSG |
Ensign Group, Inc
|
103 | $20,754 | |
| 7 | FMS |
Fresenius Medical Care AG
|
869 | $19,604 | |
| 8 | ADUS |
Addus HomeCare Corp
|
100 | $9,365 |
All Filings in CHE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $163,561 | 433 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $46,208 | 108 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,372 | 12 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||