Position in SGRY
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$458,299
-$955,390 QoQ
Shares Held
38,448
-58.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026WELLS FARGO & COMPANY/MN holds $285,507,901 across 43 Medical Care Facilities names. SGRY ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
192,810 | $91,245,402 | |
| 2 | THC |
Tenet Healthcare Corp
|
249,633 | $47,108,242 | |
| 3 | UHS |
Universal Health Services Inc
|
133,531 | $23,898,041 | |
| 4 | CHE |
Chemed Corp
|
53,909 | $20,363,584 | |
| 5 | EHC |
Encompass Health Corp
|
173,413 | $16,774,237 | |
| 6 | ENSG |
Ensign Group, Inc
|
72,853 | $14,679,878 | |
| 7 | BKD |
Brookdale Senior Living Inc.
|
928,111 | $12,696,557 | |
| 8 | USPH |
U S Physical Therapy Inc /Nv
|
126,168 | $9,457,551 |
All Filings in SGRY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $458,299 | 38,448 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,413,689 | 91,501 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,375,415 | 63,559 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,206,598 | 54,278 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,209,040 | 50,907 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,205,228 | 56,931 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,810,209 | 56,148 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,278,782 | 53,753 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,137,237 | 38,124 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,055,604 | 32,998 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $835,262 | 28,556 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,549,364 | 34,438 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $502,226 | 14,570 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $114,699 | 4,117 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $111,805 | 4,778 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $158,017 | 5,464 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $969,648 | 17,614 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,480,625 | 46,445 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,300,301 | 30,711 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,810,129 | 57,192 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,843,692 | 41,656 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,958,670 | 101,988 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $2,123,159 | 96,948 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $313,257 | 27,075 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $107,105 | 16,402 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||