Position in SRTA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$163
+$34 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#137
of 138 holders
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRTA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026IFP Advisors, Inc holds $5,374,711 across 35 Medical Care Facilities names. SRTA ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
9,563 | $3,728,518 | |
| 2 | UHS |
Universal Health Services Inc
|
1,878 | $279,239 | |
| 3 | ACHC |
Acadia Healthcare Company, Inc.
|
8,831 | $260,779 | |
| 4 | CHE |
Chemed Corp
|
458 | $213,308 | |
| 5 | THC |
Tenet Healthcare Corp
|
1,019 | $190,634 | |
| 6 | SNDA |
Sonida Senior Living, Inc.
|
4,130 | $168,504 | |
| 7 | EHC |
Encompass Health Corp
|
1,380 | $139,490 | |
| 8 | DVA |
Davita Inc.
|
437 | $97,223 |
All Filings in SRTA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163 | 31 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $129 | 31 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $149 | 31 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $161 | 32 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $124 | 31 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $21 | 8 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $34 | 8 | Shares | Sole | 2025-02-04 | |
| 2021-06-30 EXPC | — | 0 | Shares | Sole | 2021-07-13 | |
| 2021-06-30 | $8,358 | 796 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 EXPC | — | 761 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||