Position in SNDA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$357,426
+$351,615 QoQ
Shares Held
11,083
+5332.8% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
2 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in SNDA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $153,585,590 across 15 Medical Care Facilities names. SNDA ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
293,489 | $138,890,734 | |
| 2 | CHE |
Chemed Corp
|
14,290 | $5,397,904 | |
| 3 | THC |
Tenet Healthcare Corp
|
10,733 | $2,025,424 | |
| 4 | USPH |
U S Physical Therapy Inc /Nv
|
24,068 | $1,804,137 | |
| 5 | UHS |
Universal Health Services Inc
|
6,725 | $1,203,573 | |
| 6 | DVA |
Davita Inc.
|
5,348 | $821,934 | |
| 7 | EHC |
Encompass Health Corp
|
7,779 | $752,462 | |
| 8 | HCSG |
Healthcare Services Group Inc
|
33,169 | $615,284 |
All Filings in SNDA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $357,426 | 11,083 | Shares | Sole | 2026-05-15 | |
| 2021-12-31 | $5,811 | 204 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||