CX Institutional

Position in DVA — Davita Inc.

CIK 1737089 AUBURN, IN

Position in DVA

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$551,750

+$197,956 QoQ

Shares Held

2,480

+7.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#314

of 624 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CX Institutional holds $9,522,426 across 9 Medical Care Facilities names. DVA ranks #2 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	22,104	$8,618,128
2	DVA	Davita Inc. This page	2,480	$551,750
3	UHS	Universal Health Services Inc	1,682	$250,096
4	CON	Concentra Group Holdings Parent, Inc.	1,382	$41,114
5	SNDA	Sonida Senior Living, Inc.	629	$25,663
6	SEM	Select Medical Holdings Corp	1,221	$20,158
7	EHC	Encompass Health Corp	124	$12,533
8	CHE	Chemed Corp	4	$1,862

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$551,750	2,480	+7.7%	Shares	Sole	2026-07-02
2026-03-31	$353,794	2,302	+12.9%	Shares	Sole	2026-04-06
2025-12-31	$231,650	2,039	+31.2%	Shares	Sole	2026-02-02
2025-09-30	$206,479	1,554	-2.8%	Shares	Sole	2025-10-23
2025-06-30	$227,777	1,599	-0.9%	Shares	Sole	2025-07-16
2025-03-31	$246,893	1,614	+11.7%	Shares	Sole	2025-04-15
2024-12-31	$216,099	1,445	-1.9%	Shares	Sole	2025-01-21
2024-09-30	$241,468	1,473	-0.5%	Shares	Sole	2024-10-11
2024-06-30	$205,083	1,480	+765.5%	Shares	Sole	2024-07-11
2022-06-30	$13,673	171	-27.8%	Shares	Sole	2022-08-02
2021-09-30	$27,553	237	-5.6%	Shares	Sole	2021-11-10
2021-06-30	$30,227	251	+21.3%	Shares	Sole	2021-08-04
2021-03-31	$22,308	207	+30.2%	Shares	Sole	2021-04-15
2020-12-31	$18,666	159	+32.5%	Shares	Sole	2021-01-12
2020-09-30	$10,278	120	+17.6%	Shares	Sole	2020-10-13
2020-06-30	$8,072	102	+96.2%	Shares	Sole	2020-08-06
2020-03-31	$3,955	52	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.