ROTHSCHILD INVESTMENT LLC

Position in DVA — Davita Inc.

CIK 85338 CHICAGO, IL

Position in DVA

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$1,776,041

+$514,970 QoQ

Shares Held

11,556

+4.1% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Healthcare · as of Mar 31, 2026

ROTHSCHILD INVESTMENT LLC holds $2,872,481 across 38 Medical Care Facilities names. DVA ranks #1 (61.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DVA	Davita Inc. This page	11,556	$1,776,041
2	HCA	HCA Healthcare, Inc.	703	$332,687
3	THC	Tenet Healthcare Corp	1,718	$324,203
4	CHE	Chemed Corp	433	$163,561
5	UHS	Universal Health Services Inc	856	$153,198
6	ENSG	Ensign Group, Inc	103	$20,754
7	FMS	Fresenius Medical Care AG	869	$19,604
8	ADUS	Addus HomeCare Corp	100	$9,365

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,776,041	11,556	+4.1%	Shares	Sole	2026-05-07
2025-12-31	$1,261,071	11,100	-4.6%	Shares	Sole	2026-02-10
2025-09-30	$1,545,410	11,631	+0.1%	Shares	Sole	2025-11-07
2025-06-30	$1,655,981	11,625	-2.0%	Shares	Sole	2025-08-11
2025-03-31	$1,814,989	11,865	0.0%	Shares	Sole	2025-04-08
2024-12-31	$1,774,410	11,865	-1.5%	Shares	Sole	2025-02-04
2024-09-30	$1,973,881	12,041	0.0%	Shares	Sole	2024-10-18
2024-06-30	$1,668,521	12,041	+0.0%	Shares	Sole	2024-07-31
2024-03-31	$1,661,431	12,035	0.0%	Shares	Sole	2024-07-31
2023-12-31	$1,260,786	12,035	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.