Position in PIII
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$145,152
+$82,579 QoQ
Shares Held
13,440
-33.8% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 20 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PIII Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Diversified Trust Co holds $12,477,534 across 8 Medical Care Facilities names. PIII ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
18,545 | $7,230,510 | |
| 2 | DVA |
Davita Inc.
|
7,503 | $1,669,267 | |
| 3 | HCSG |
Healthcare Services Group Inc
|
34,075 | $836,882 | |
| 4 | CHE |
Chemed Corp
|
1,741 | $810,853 | |
| 5 | LFST |
LifeStance Health Group, Inc.
|
73,920 | $791,683 | |
| 6 | MD |
Pediatrix Medical Group, Inc.
|
29,109 | $737,330 | |
| 7 | AVAH |
Aveanna Healthcare Holdings, Inc.
|
29,855 | $255,857 | |
| 8 | PIII |
P3 Health Partners Inc.
This page
|
13,440 | $145,152 |
All Filings in PIII
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,152 | 13,440 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $62,573 | 20,316 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||