Position in CHE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,244,923
+$1,081,362 QoQ
Shares Held
2,673
+517.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#214
of 528 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $4,718,138 across 38 Medical Care Facilities names. CHE ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVA |
Davita Inc.
|
11,964 | $2,661,750 | |
| 2 | CHE |
Chemed Corp
This page
|
2,673 | $1,244,923 | |
| 3 | HCA |
HCA Healthcare, Inc.
|
660 | $257,327 | |
| 4 | EHC |
Encompass Health Corp
|
1,786 | $180,528 | |
| 5 | UHS |
Universal Health Services Inc
|
804 | $119,546 | |
| 6 | THC |
Tenet Healthcare Corp
|
409 | $76,515 | |
| 7 | AGL |
agilon health, inc.
|
295 | $31,618 | |
| 8 | FMS |
Fresenius Medical Care AG
|
945 | $21,366 |
All Filings in CHE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,244,923 | 2,673 | Shares | Sole | 2026-08-06 | |
| 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. | ||||||