Position in MD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,301,141
+$701,667 QoQ
Shares Held
248,762
-5.0% QoQ
Ownership
0.306%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#54
of 301 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in MD Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Phocas Financial Corp. holds $14,628,808 across 3 Medical Care Facilities names. MD ranks #1 (43.1% of the industry book) .
All Filings in MD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,301,141 | 248,762 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,599,474 | 261,780 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,177,435 | 335,551 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,889,735 | 232,223 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||