Position in DVA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$415,369
+$134,886 QoQ
Shares Held
1,867
+2.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#346
of 624 holders
Holding Since
Mar 2025
4 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, 2026Concurrent Investment Advisors, LLC holds $4,044,901 across 6 Medical Care Facilities names. DVA ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
3,197 | $1,246,477 | |
| 2 | THC |
Tenet Healthcare Corp
|
6,460 | $1,208,536 | |
| 3 | MD |
Pediatrix Medical Group, Inc.
|
28,384 | $718,965 | |
| 4 | DVA |
Davita Inc.
This page
|
1,867 | $415,369 | |
| 5 | ENSG |
Ensign Group, Inc
|
1,483 | $237,724 | |
| 6 | UHS |
Universal Health Services Inc
|
1,465 | $217,830 |
All Filings in DVA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,369 | 1,867 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $280,483 | 1,825 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $384,910 | 3,388 | Shares | Sole | 2026-01-29 | |
| 2025-03-31 | $223,183 | 1,459 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||