Position in THC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,924,010
-$836,087 QoQ
Shares Held
26,093
-10.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0.6285210592879317.ToString("F0")%
Shared 0.ToString("F0")%
None 99.37147894071207.ToString("F0")%
Common Shares in THC Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Creative Planning holds $104,082,890 across 34 Medical Care Facilities names. THC ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
86,571 | $40,968,859 | |
| 2 | ENSG |
Ensign Group, Inc
|
68,759 | $13,854,938 | |
| 3 | EHC |
Encompass Health Corp
|
59,903 | $5,794,417 | |
| 4 | UHS |
Universal Health Services Inc
|
28,333 | $5,070,757 | |
| 5 | THC |
Tenet Healthcare Corp
This page
|
26,093 | $4,924,010 | |
| 6 | FMS |
Fresenius Medical Care AG
|
183,818 | $4,146,934 | |
| 7 | OPCH |
Option Care Health, Inc.
|
121,521 | $3,271,345 | |
| 8 | CHE |
Chemed Corp
|
8,152 | $3,079,336 |
All Filings in THC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,924,010 | 26,093 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,760,097 | 28,986 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,005,139 | 24,651 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,636,480 | 14,980 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,875,602 | 13,945 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,828,693 | 14,487 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,675,653 | 16,099 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,080,322 | 15,638 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,520,731 | 14,468 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,076,721 | 14,248 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $950,529 | 14,426 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,149,166 | 14,121 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $810,904 | 13,647 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $638,758 | 13,092 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $637,219 | 12,354 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $631,876 | 12,022 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $985,359 | 11,463 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $609,162 | 7,457 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $493,117 | 7,422 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $499,678 | 7,459 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $385,944 | 7,422 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $312,332 | 7,822 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $262,257 | 10,700 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||