Position in CHE
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,016,875
-$1,270,464 QoQ
Shares Held
2,692
-49.6% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 54.309063893016344.ToString("F0")%
Shared 0.ToString("F0")%
None 45.690936106983656.ToString("F0")%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $140,288,005 across 15 Medical Care Facilities names. CHE ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
271,315 | $128,397,109 | |
| 2 | THC |
Tenet Healthcare Corp
|
13,949 | $2,632,315 | |
| 3 | NUTX |
Nutex Health Inc.
|
26,322 | $2,501,642 | |
| 4 | USPH |
U S Physical Therapy Inc /Nv
|
18,335 | $1,374,391 | |
| 5 | EHC |
Encompass Health Corp
|
13,419 | $1,298,019 | |
| 6 | CHE |
Chemed Corp
This page
|
2,692 | $1,016,875 | |
| 7 | UHS |
Universal Health Services Inc
|
3,252 | $582,009 | |
| 8 | DVA |
Davita Inc.
|
3,557 | $546,674 |
All Filings in CHE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,016,875 | 2,692 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,287,339 | 5,346 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $3,197,310 | 7,141 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,598,412 | 7,390 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $4,678,277 | 7,603 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $4,155,751 | 7,844 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $4,881,078 | 8,122 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,677,038 | 8,620 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $6,154,182 | 9,587 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,398,995 | 9,233 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $4,682,495 | 9,010 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,682,193 | 8,644 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $4,503,117 | 8,374 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $4,232,484 | 8,292 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $3,508,195 | 8,036 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $3,212,035 | 6,843 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $3,944,504 | 7,787 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $3,480,554 | 6,579 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,288,871 | 9,221 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $4,346,420 | 9,160 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,889,616 | 8,459 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,503,456 | 10,333 | Shares | Defined | 2021-02-18 | |
| 2020-09-30 | $4,365,899 | 9,089 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,536,816 | 5,624 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,474,438 | 5,712 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||