Position in SGRY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$80,488
+$40,843 QoQ
Shares Held
4,791
+44.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#138
of 186 holders
Holding Since
Dec 2021
19 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, 2026Covestor Ltd holds $1,482,362 across 32 Medical Care Facilities names. SGRY ranks #8 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDA |
Sonida Senior Living, Inc.
|
4,355 | $177,113 | |
| 2 | BKD |
Brookdale Senior Living Inc.
|
10,293 | $165,613 | |
| 3 | CON |
Concentra Group Holdings Parent, Inc.
|
4,044 | $120,309 | |
| 4 | DVA |
Davita Inc.
|
488 | $108,570 | |
| 5 | ENSG |
Ensign Group, Inc
|
675 | $108,202 | |
| 6 | AMN |
Amn Healthcare Services Inc
|
3,180 | $102,936 | |
| 7 | CHE |
Chemed Corp
|
189 | $88,024 | |
| 8 | SGRY |
Surgery Partners, Inc.
This page
|
4,791 | $80,488 |
All Filings in SGRY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,488 | 4,791 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $39,645 | 3,326 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $81,050 | 5,246 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $132,588 | 6,127 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $431,239 | 19,399 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $308,868 | 13,005 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $46,616 | 2,202 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $97,590 | 3,027 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $71,988 | 3,026 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $33,827 | 1,134 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $35,892 | 1,122 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,195 | 246 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,112 | 247 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,583 | 249 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,937 | 249 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,850 | 250 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,258 | 251 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $13,982 | 254 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $747 | 14 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||