Position in SGRY
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,675,641
-$201,811 QoQ
Shares Held
140,574
+15.7% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SGRY Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $617,560,086 across 27 Medical Care Facilities names. SGRY ranks #22 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
597,377 | $282,702,689 | |
| 2 | CON |
Concentra Group Holdings Parent, Inc.
|
2,668,512 | $57,239,581 | |
| 3 | ADUS |
Addus HomeCare Corp
|
434,471 | $40,688,209 | |
| 4 | THC |
Tenet Healthcare Corp
|
196,092 | $37,004,520 | |
| 5 | ENSG |
Ensign Group, Inc
|
158,713 | $31,980,669 | |
| 6 | EHC |
Encompass Health Corp
|
224,550 | $21,720,720 | |
| 7 | LFST |
LifeStance Health Group, Inc.
|
3,077,655 | $19,604,662 | |
| 8 | OPCH |
Option Care Health, Inc.
|
508,426 | $13,686,827 |
All Filings in SGRY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,675,641 | 140,574 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,877,452 | 121,518 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,808,540 | 83,574 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $1,467,291 | 66,005 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,288,816 | 54,266 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $1,048,951 | 49,549 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $1,468,595 | 45,552 | Shares | Defined | 2024-10-31 | |
| 2024-03-31 | $300,477 | 10,073 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $277,161 | 8,664 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $214,695 | 7,340 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $354,476 | 7,879 | Shares | Defined | 2023-08-07 | |
| 2022-09-30 | $551,327 | 23,561 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,056,215 | 36,522 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $3,452,680 | 62,719 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $3,073,157 | 57,539 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,473,460 | 58,419 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $3,911,592 | 58,715 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $982,945 | 33,883 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $1,734,852 | 79,217 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $545,247 | 47,126 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $134,707 | 20,629 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||