Position in SGRY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$663,213
+$327,713 QoQ
Shares Held
39,477
+40.3% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 187 holders
Holding Since
Mar 2021
22 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 Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $323,508,085 across 27 Medical Care Facilities names. SGRY ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THC |
Tenet Healthcare Corp
|
294,407 | $55,077,661 | |
| 2 | ENSG |
Ensign Group, Inc
|
306,400 | $49,115,920 | |
| 3 | HCA |
HCA Healthcare, Inc.
|
125,469 | $48,919,108 | |
| 4 | EHC |
Encompass Health Corp
|
368,997 | $37,298,216 | |
| 5 | CHE |
Chemed Corp
|
56,975 | $26,535,536 | |
| 6 | DVA |
Davita Inc.
|
105,999 | $23,582,657 | |
| 7 | USPH |
U S Physical Therapy Inc /Nv
|
204,339 | $14,034,002 | |
| 8 | CON |
Concentra Group Holdings Parent, Inc.
|
389,707 | $11,593,783 |
All Filings in SGRY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,213 | 39,477 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $335,500 | 28,146 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $429,309 | 27,787 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $622,128 | 28,749 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $728,321 | 32,763 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $723,876 | 30,479 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $692,407 | 32,707 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $894,756 | 27,753 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $602,077 | 25,308 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $863,638 | 28,952 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $762,577 | 23,838 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $569,585 | 19,473 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $519,499 | 11,547 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $337,633 | 9,795 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $367,361 | 13,186 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $302,117 | 12,911 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $379,227 | 13,113 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $650,415 | 11,815 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $526,248 | 9,853 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $228,339 | 5,393 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $363,145 | 5,451 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $233,737 | 5,281 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||