Global Retirement Partners, LLC
PensionPosition in FMS — Fresenius Medical Care AG
CIK 1749744
San Rafael, CA
Position in FMS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,126
+$834 QoQ
Shares Held
669
+11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#163
of 232 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Global Retirement Partners, LLC holds $4,739,619 across 29 Medical Care Facilities names. FMS ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
3,117 | $1,215,287 | |
| 2 | EHC |
Encompass Health Corp
|
7,119 | $719,588 | |
| 3 | ENSG |
Ensign Group, Inc
|
4,124 | $661,077 | |
| 4 | LFST |
LifeStance Health Group, Inc.
|
53,448 | $572,428 | |
| 5 | DVA |
Davita Inc.
|
1,863 | $414,480 | |
| 6 | NUTX |
Nutex Health Inc.
|
2,000 | $341,780 | |
| 7 | THC |
Tenet Healthcare Corp
|
1,182 | $221,128 | |
| 8 | NHC |
National Healthcare Corp
|
770 | $162,747 |
All Filings in FMS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,126 | 669 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $14,292 | 600 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,530 | 286 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $94,081 | 3,293 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $1,917 | 90 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,718 | 90 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,735 | 90 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,603 | 269 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $5,298 | 246 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,153 | 90 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,913 | 90 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,470 | 90 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,965 | 140 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $399 | 16 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,165 | 94 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $13,743 | 393 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $14,341 | 345 | Shares | Sole | 2021-07-15 | |
| 2020-12-31 | $1,122 | 27 | Shares | Sole | 2021-01-13 | |
| 2020-06-30 | $6,492 | 150 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $4,329 | 132 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||