Position in EHC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,636,181
+$86,567 QoQ
Shares Held
16,187
+1.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#243
of 592 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EHC Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Summit Trail Advisors, LLC holds $20,427,244 across 10 Medical Care Facilities names. EHC ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVA |
Davita Inc.
|
31,658 | $7,043,271 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
7,820 | $3,048,939 | |
| 3 | ACHC |
Acadia Healthcare Company, Inc.
|
63,787 | $1,883,630 | |
| 4 | CHE |
Chemed Corp
|
3,899 | $1,815,920 | |
| 5 | THC |
Tenet Healthcare Corp
|
9,109 | $1,704,111 | |
| 6 | EHC |
Encompass Health Corp
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|
16,187 | $1,636,181 | |
| 7 | UHS |
Universal Health Services Inc
|
7,493 | $1,114,134 | |
| 8 | OPCH |
Option Care Health, Inc.
|
47,774 | $1,001,820 |
All Filings in EHC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,636,181 | 16,187 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,549,614 | 16,020 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,416,544 | 13,346 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,104,311 | 8,694 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $371,446 | 3,029 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $267,784 | 2,644 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||