Position in NHC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$927,216
+$181,447 QoQ
Shares Held
5,806
+6.7% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NHC Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $158,319,449 across 15 Medical Care Facilities names. NHC ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
244,667 | $115,786,207 | |
| 2 | UHS |
Universal Health Services Inc
|
85,418 | $15,287,258 | |
| 3 | ENSG |
Ensign Group, Inc
|
34,539 | $6,959,607 | |
| 4 | DVA |
Davita Inc.
|
38,351 | $5,894,162 | |
| 5 | THC |
Tenet Healthcare Corp
|
18,794 | $3,546,614 | |
| 6 | EHC |
Encompass Health Corp
|
34,888 | $3,374,714 | |
| 7 | BKD |
Brookdale Senior Living Inc.
|
238,261 | $3,259,409 | |
| 8 | FMS |
Fresenius Medical Care AG
|
45,218 | $1,020,116 |
All Filings in NHC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $927,216 | 5,806 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $745,769 | 5,440 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $657,125 | 5,408 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $699,845 | 6,540 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $605,705 | 6,527 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $611,370 | 5,684 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $480,818 | 3,823 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $423,085 | 3,903 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $359,421 | 3,803 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $347,776 | 3,763 | Shares | Defined | 2024-02-08 | |
| 2022-03-31 | $195,098 | 2,778 | Shares | Defined | 2022-05-12 | |
| 2021-09-30 | $195,664 | 2,796 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $194,182 | 2,778 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $244,246 | 3,135 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $330,455 | 4,976 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $225,001 | 3,611 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $248,683 | 3,920 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $212,177 | 2,958 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||