Position in NUTX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$934,767
+$562,686 QoQ
Shares Held
5,470
+39.7% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 153 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NUTX Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Creative Planning holds $113,442,955 across 35 Medical Care Facilities names. NUTX ranks #21 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
78,107 | $30,453,137 | |
| 2 | CHE |
Chemed Corp
|
25,772 | $12,003,050 | |
| 3 | ENSG |
Ensign Group, Inc
|
54,157 | $8,681,366 | |
| 4 | UHS |
Universal Health Services Inc
|
52,582 | $7,818,416 | |
| 5 | EHC |
Encompass Health Corp
|
75,142 | $7,595,352 | |
| 6 | FMS |
Fresenius Medical Care AG
|
297,333 | $6,722,698 | |
| 7 | DVA |
Davita Inc.
|
23,146 | $5,149,521 | |
| 8 | NHC |
National Healthcare Corp
|
19,715 | $4,166,962 |
All Filings in NUTX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $934,767 | 5,470 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $372,081 | 3,915 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $847,957 | 5,151 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $212,152 | 4,511 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $30,300 | 50,926 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $73,388 | 764,464 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $137,616 | 764,534 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $146,660 | 722,467 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $276,281 | 654,695 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $661,241 | 654,695 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,243,920 | 654,695 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,228,042 | 818,695 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||