Position in INNV
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$217,767
New position
Shares Held
18,377
first reported quarter
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 92%
Shared 0%
None 8%
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Corient Private Wealth LLC holds $78,025,979 across 27 Medical Care Facilities names. INNV ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
98,705 | $38,484,091 | |
| 2 | PACS |
PACS Group, Inc.
|
152,846 | $6,517,353 | |
| 3 | DVA |
Davita Inc.
|
27,685 | $6,159,358 | |
| 4 | UHS |
Universal Health Services Inc
|
33,351 | $4,958,959 | |
| 5 | AMN |
Amn Healthcare Services Inc
|
101,418 | $3,282,900 | |
| 6 | NHC |
National Healthcare Corp
|
11,825 | $2,499,332 | |
| 7 | CHE |
Chemed Corp
|
4,882 | $2,273,742 | |
| 8 | EHC |
Encompass Health Corp
|
16,988 | $1,717,147 |
All Filings in INNV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,767 | 18,377 | Shares | Sole | 2026-08-27 | |
| No filing history on record for this holder in this stock. | ||||||