Position in FMS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$10,491
+$24 QoQ
Shares Held
464
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#170
of 232 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026IFP Advisors, Inc holds $5,374,711 across 35 Medical Care Facilities names. FMS ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
9,563 | $3,728,518 | |
| 2 | UHS |
Universal Health Services Inc
|
1,878 | $279,239 | |
| 3 | ACHC |
Acadia Healthcare Company, Inc.
|
8,831 | $260,779 | |
| 4 | CHE |
Chemed Corp
|
458 | $213,308 | |
| 5 | THC |
Tenet Healthcare Corp
|
1,019 | $190,634 | |
| 6 | SNDA |
Sonida Senior Living, Inc.
|
4,130 | $168,504 | |
| 7 | EHC |
Encompass Health Corp
|
1,380 | $139,490 | |
| 8 | DVA |
Davita Inc.
|
437 | $97,223 |
All Filings in FMS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,491 | 464 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $10,467 | 464 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $11,052 | 464 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $13,256 | 464 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $11,553 | 464 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $11,365 | 502 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $9,883 | 464 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $8,857 | 464 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $30,346 | 1,574 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $8,790 | 422 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $9,089 | 422 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $93,331 | 4,390 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $155 | 2,097 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $22,716 | 1,618 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,970 | 79 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,660 | 79 | Shares | Sole | 2022-09-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||