Callan Family Office, LLC
Family OfficePosition in FMS — Fresenius Medical Care AG
CIK 1938970
RADNOR, PA
Position in FMS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$954,842
+$465,584 QoQ
Shares Held
42,231
+94.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#57
of 232 holders
Holding Since
Dec 2024
7 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, 2026Callan Family Office, LLC holds $6,809,881 across 10 Medical Care Facilities names. FMS ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USPH |
U S Physical Therapy Inc /Nv
|
27,106 | $1,861,640 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
4,522 | $1,763,082 | |
| 3 | FMS |
Fresenius Medical Care AG
This page
|
42,231 | $954,842 | |
| 4 | NHC |
National Healthcare Corp
|
2,060 | $435,401 | |
| 5 | EHC |
Encompass Health Corp
|
4,114 | $415,843 | |
| 6 | THC |
Tenet Healthcare Corp
|
2,055 | $384,449 | |
| 7 | DVA |
Davita Inc.
|
1,688 | $375,546 | |
| 8 | CHE |
Chemed Corp
|
646 | $300,868 |
All Filings in FMS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954,842 | 42,231 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $489,258 | 21,687 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $694,996 | 29,177 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $727,076 | 27,614 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $853,585 | 29,877 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $495,460 | 19,898 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $502,223 | 22,183 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||