Position in SGRY
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$63,133,217
-$12,673,441 QoQ
Shares Held
5,296,411
+7.9% QoQ
Ownership
4.05%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94%
Shared 4%
None 2%
Common Shares in SGRY Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $2,465,355,852 across 38 Medical Care Facilities names. SGRY ranks #16 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UHS |
Universal Health Services Inc
|
1,781,262 | $318,792,458 | |
| 2 | THC |
Tenet Healthcare Corp
|
1,200,882 | $226,618,440 | |
| 3 | HCA |
HCA Healthcare, Inc.
|
451,073 | $213,465,784 | |
| 4 | ENSG |
Ensign Group, Inc
|
960,573 | $193,555,457 | |
| 5 | DVA |
Davita Inc.
|
1,145,436 | $176,042,056 | |
| 6 | EHC |
Encompass Health Corp
|
1,674,784 | $162,001,853 | |
| 7 | NHC |
National Healthcare Corp
|
946,977 | $151,232,225 | |
| 8 | OPCH |
Option Care Health, Inc.
|
3,876,856 | $104,364,961 |
All Filings in SGRY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,133,217 | 5,296,411 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $75,806,658 | 4,906,580 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $105,175,051 | 4,860,215 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $86,058,086 | 3,871,259 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $86,441,827 | 3,639,656 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $75,743,315 | 3,577,861 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $97,172,936 | 3,014,049 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $66,637,952 | 2,801,091 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $65,971,786 | 2,211,592 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $58,868,379 | 1,840,212 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $49,463,679 | 1,691,066 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $64,342,491 | 1,430,151 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $39,352,570 | 1,141,647 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $34,840,181 | 1,250,545 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $31,082,873 | 1,328,328 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $37,949,544 | 1,312,225 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $69,984,074 | 1,271,282 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $70,474,174 | 1,319,494 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $60,975,358 | 1,440,136 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $101,000,916 | 1,516,075 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $58,913,423 | 1,331,076 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $36,822,015 | 1,269,287 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $26,519,980 | 1,210,958 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $15,953,387 | 1,378,858 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $8,035,687 | 1,230,580 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||