Position in SNDA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$217,790
New position
Shares Held
5,338
first reported quarter
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#138
of 229 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026AE Wealth Management LLC holds $9,101,459 across 8 Medical Care Facilities names. SNDA ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NHC |
National Healthcare Corp
|
22,277 | $4,708,463 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
4,115 | $1,604,383 | |
| 3 | ENSG |
Ensign Group, Inc
|
5,479 | $878,266 | |
| 4 | OPCH |
Option Care Health, Inc.
|
25,398 | $532,579 | |
| 5 | THC |
Tenet Healthcare Corp
|
2,592 | $484,906 | |
| 6 | CON |
Concentra Group Holdings Parent, Inc.
|
15,545 | $462,452 | |
| 7 | SNDA |
Sonida Senior Living, Inc.
This page
|
5,338 | $217,790 | |
| 8 | UHS |
Universal Health Services Inc
|
1,430 | $212,620 |
All Filings in SNDA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,790 | 5,338 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||