Position in DVA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$97,223
+$46,506 QoQ
Shares Held
437
+32.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 126 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026IFP Advisors, Inc holds $5,374,711 across 35 Medical Care Facilities names. DVA ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
9,563 | $3,728,518 | |
| 2 | UHS |
Universal Health Services Inc
|
1,878 | $279,239 | |
| 3 | ACHC |
Acadia Healthcare Company, Inc.
|
8,831 | $260,779 | |
| 4 | CHE |
Chemed Corp
|
458 | $213,308 | |
| 5 | THC |
Tenet Healthcare Corp
|
1,019 | $190,634 | |
| 6 | SNDA |
Sonida Senior Living, Inc.
|
4,130 | $168,504 | |
| 7 | EHC |
Encompass Health Corp
|
1,380 | $139,490 | |
| 8 | DVA |
Davita Inc.
This page
|
437 | $97,223 |
All Filings in DVA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,223 | 437 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $50,717 | 330 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $27,607 | 243 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $128,618 | 968 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $137,464 | 965 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $149,910 | 980 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $153,288 | 1,025 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $167,700 | 1,023 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $124,713 | 900 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $25,815 | 187 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $30,485 | 291 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $14,935 | 158 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $11,955 | 119 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $44,772 | 552 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $68,024 | 911 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $134,252 | 1,622 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $129,375 | 1,618 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $183,011 | 1,618 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $14,902 | 131 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $13,021 | 112 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $13,488 | 112 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,047 | 19 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $110,473 | 941 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $103,122 | 1,204 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $90,536 | 1,144 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $39,170 | 515 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||