Position in SRTA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,646,794
+$1,597,201 QoQ
Shares Held
502,238
+100.0% QoQ
Ownership
0.568%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#24
of 138 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SRTA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Cerity Partners LLC holds $123,303,582 across 24 Medical Care Facilities names. SRTA ranks #10 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
97,750 | $38,111,746 | |
| 2 | THC |
Tenet Healthcare Corp
|
128,022 | $23,950,355 | |
| 3 | CHE |
Chemed Corp
|
28,125 | $13,098,936 | |
| 4 | ADUS |
Addus HomeCare Corp
|
102,147 | $10,262,707 | |
| 5 | OPCH |
Option Care Health, Inc.
|
420,562 | $8,819,184 | |
| 6 | UHS |
Universal Health Services Inc
|
40,982 | $6,093,612 | |
| 7 | DVA |
Davita Inc.
|
19,382 | $4,312,106 | |
| 8 | NHC |
National Healthcare Corp
|
14,416 | $3,046,965 |
All Filings in SRTA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,646,794 | 502,238 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,049,593 | 251,099 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,207,175 | 250,972 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,234,893 | 244,050 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $984,456 | 244,282 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $665,926 | 243,929 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $1,038,304 | 244,307 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $892,110 | 303,439 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $148,735 | 42,740 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $107,331 | 37,660 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,421,396 | 402,662 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $965,194 | 372,662 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $39,400 | 10,000 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $33,800 | 10,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $35,800 | 10,000 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $40,372 | 10,018 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $44,600 | 10,000 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $84,900 | 10,000 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $88,300 | 10,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $104,000 | 10,000 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $105,000 | 10,000 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||