Position in INNV
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$217,352
New position
Shares Held
18,342
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 105 holders
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 $80,028,123 across 27 Medical Care Facilities names. INNV ranks #22 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
103,425 | $40,324,373 | |
| 2 | DVA |
Davita Inc.
|
31,117 | $6,922,910 | |
| 3 | PACS |
PACS Group, Inc.
|
152,846 | $6,517,353 | |
| 4 | UHS |
Universal Health Services Inc
|
36,134 | $5,372,764 | |
| 5 | AMN |
Amn Healthcare Services Inc
|
97,303 | $3,149,698 | |
| 6 | NHC |
National Healthcare Corp
|
12,430 | $2,627,204 | |
| 7 | EHC |
Encompass Health Corp
|
16,988 | $1,717,147 | |
| 8 | ENSG |
Ensign Group, Inc
|
10,610 | $1,700,783 |
All Filings in INNV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,352 | 18,342 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||