Corient Private Wealth LLC

Position in DVA — Davita Inc.

CIK 1948780 MIAMI, FL

Position in DVA

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$6,159,358

-$2,179,245 QoQ

Shares Held

27,685

-49.0% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#111

of 629 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 53% Shared 2% None 45%

Healthcare · as of Jun 30, 2026

Corient Private Wealth LLC holds $78,025,979 across 27 Medical Care Facilities names. DVA ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	98,705	$38,484,091
2	PACS	PACS Group, Inc.	152,846	$6,517,353
3	DVA	Davita Inc. This page	27,685	$6,159,358
4	UHS	Universal Health Services Inc	33,351	$4,958,959
5	AMN	Amn Healthcare Services Inc	101,418	$3,282,900
6	NHC	National Healthcare Corp	11,825	$2,499,332
7	CHE	Chemed Corp	4,882	$2,273,742
8	EHC	Encompass Health Corp	16,988	$1,717,147

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,159,358	27,685	-49.0%	Shares	Sole	2026-08-27
2026-03-31	$8,338,603	54,256	-84.9%	Shares	Other	2026-05-15
2025-12-31	$3,128,772	358,299	+1493.1%	Shares	Sole	2026-02-19
2025-09-30	$2,988,244	22,490	-0.6%	Shares	Other	2025-11-14
2025-06-30	$3,222,646	22,623	-5.3%	Shares	Sole	2025-09-26
2025-03-31	$3,655,523	23,897	-31.4%	Shares	Defined	2025-05-14
2024-12-31	$5,210,919	34,844	-5.6%	Shares	Defined	2025-02-10
2024-09-30	$6,052,130	36,919	-1.2%	Shares	Other	2024-11-12
2024-06-30	$5,177,668	37,365	+24.9%	Shares	Sole	2024-08-13
2024-03-31	$4,131,007	29,924	+7.0%	Shares	Sole	2024-05-09
2023-12-31	$2,930,870	27,977	+546.9%	Shares	Sole	2024-02-09
2023-09-30	$408,842	4,325	+2.3%	Shares	Sole	2023-11-03
2023-06-30	$424,686	4,227	+20.8%	Shares	Sole	2023-08-10
2023-03-31	$283,722	3,498	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.