Position in EHC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,595,352
+$1,800,935 QoQ
Shares Held
75,142
+25.4% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#127
of 592 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EHC Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Creative Planning holds $113,442,955 across 35 Medical Care Facilities names. EHC ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
78,107 | $30,453,137 | |
| 2 | CHE |
Chemed Corp
|
25,772 | $12,003,050 | |
| 3 | ENSG |
Ensign Group, Inc
|
54,157 | $8,681,366 | |
| 4 | UHS |
Universal Health Services Inc
|
52,582 | $7,818,416 | |
| 5 | EHC |
Encompass Health Corp
This page
|
75,142 | $7,595,352 | |
| 6 | FMS |
Fresenius Medical Care AG
|
297,333 | $6,722,698 | |
| 7 | DVA |
Davita Inc.
|
23,146 | $5,149,521 | |
| 8 | NHC |
National Healthcare Corp
|
19,715 | $4,166,962 |
All Filings in EHC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,595,352 | 75,142 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,794,417 | 59,903 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,217,260 | 39,733 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,166,156 | 40,672 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,473,861 | 28,328 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,496,248 | 24,647 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,152,862 | 23,312 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,844,471 | 19,086 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,573,645 | 18,343 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,435,322 | 17,381 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,079,196 | 16,175 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $463,135 | 6,896 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $509,856 | 7,530 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $459,254 | 8,489 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $470,046 | 7,859 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $331,942 | 7,339 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $340,447 | 6,074 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $417,415 | 5,870 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $385,947 | 5,914 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $397,561 | 5,298 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $416,680 | 5,340 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $483,864 | 5,908 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $487,457 | 5,895 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $377,923 | 5,816 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $378,949 | 6,119 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $479,520 | 7,489 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||