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Van Lanschot Kempen Investment Management’s Encompass Health EHC Stock Holding History

Van Lanschot Kempen Investment Management’s Portfolio EHC Stock Details EHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.5M Buy
346,589
+140,512
+68% +$14.4M 0.29% 62
2025
Q4 		$21.9M Sell
206,077
-214,015
-51% -$24.8M 0.19% 96
2025
Q3 		$53.4M Buy
420,092
+101,891
+32% +$12.1M 0.48% 37
2025
Q2 		$39M Sell
318,201
-114,144
-26% -$13M 0.37% 46
2025
Q1 		$43.8M Sell
432,345
-119,079
-22% -$11.6M 0.46% 50
2024
Q4 		$50.9M Sell
551,424
-29,177
-5% -$2.86M 0.51% 51
2024
Q3 		$56.1M Sell
580,601
-4,942
-0.8% -$444K 0.57% 49
2024
Q2 		$50.2M Sell
585,543
-27,360
-4% -$2.3M 0.56% 48
2024
Q1 		$50.6M Hold
612,903
– – 0.63% 47
2023
Q4 		$40.9M Sell
612,903
-114,024
-16% -$7.39M 0.57% 54
2023
Q3 		$48.8M Sell
726,927
-251,385
-26% -$17.3M 0.9% 26
2023
Q2 		$66.2M Sell
978,312
-89,430
-8% -$5.6M 1.19% 19
2023
Q1 		$57.8M Buy
1,067,742
+74,236
+7% +$4.32M 1.1% 27
2022
Q4 		$59.4M Sell
993,506
-105,665
-10% -$5.75M 1.73% 8
2022
Q3 		$49.7M Sell
1,099,171
-353,851
-24% -$17.7M 2% 9
2022
Q2 		$64.8M Buy
1,453,022
+64,737
+5% +$3.32M 2.33% 5
2022
Q1 		$78.5M Buy
1,388,285
+369,150
+36% +$19.3M 2.4% 4
2021
Q4 		$52.9M Buy
1,019,135
+496,789
+95% +$25.6M 1.64% 16
2021
Q3 		$31.2M Buy
522,346
+80,886
+18% +$5.09M 1.12% 22
2021
Q2 		$27.4M Buy
441,460
+25,397
+6% +$1.69M 0.98% 32
2021
Q1 		$27.1M Buy
416,063
+165,044
+66% +$10.8M 1.24% 21
2020
Q4 		$16.5M Buy
+251,019
New +$14.8M 0.96% 46

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Van Lanschot Kempen Investment Management's EHC Position: Q1 2026 in Review

Van Lanschot Kempen Investment Management increased its Encompass Health (EHC) stake by 68% in Q1 2026, buying an estimated $14.4M and bringing the position to 346,589 shares worth $33.5M. The position accounts for 0.29% of the portfolio, ranked #62.

Van Lanschot Kempen Investment Management first reported a position in EHC in Q4 2020 and has held it in 22 quarters since. The position peaked at $78.5M in Q1 2022. 578 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • Van Lanschot Kempen Investment Management held 346,589 shares of Encompass Health worth $33.5M as of Q1 2026.
  • Van Lanschot Kempen Investment Management bought 140,512 Encompass Health shares in Q1 2026, an estimated $14.4M.
  • Encompass Health made up 0.29% of Van Lanschot Kempen Investment Management's portfolio in Q1 2026, its #62 holding.
  • Van Lanschot Kempen Investment Management first reported a position in Encompass Health in Q4 2020 and has held it in 22 quarters since.
  • Van Lanschot Kempen Investment Management's Encompass Health position peaked at $78.5M in Q1 2022.
  • 578 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.