Encompass Health Corporation
MX ˙ BMV ˙ US29261A1007
SecurityMX:EHC / Encompass Health Corporation
InstitutionAptus Capital Advisors, LLC
Latest Disclosed Ownership127,865 shares
Latest Disclosed Value $ 12,368,381
Aptus Capital Advisors, LLC reports 0.94% increase in ownership of EHC / Encompass Health Corporation

On May 11, 2026 - Aptus Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 127,865 shares of Encompass Health Corporation (MX:EHC) valued at $12,368,381 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 126,675 shares of Encompass Health Corporation. This represents a change in shares of 0.94% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F ENCOMPASS HEALTH COM 29261A100 127,865 1,190 0.94 12,368 -8.01 0.0937
2026-02-13 2025-12-31 13F ENCOMPASS HEALTH COM 29261A100 126,675 526 0.42 13,445 -16.09 0.0963
2025-11-12 2025-09-30 13F ENCOMPASS HEALTH COM 29261A100 126,149 16,594 15.15 16,023 19.27 0.1165
2025-08-11 2025-06-30 13F ENCOMPASS HEALTH COM 29261A100 109,555 9,727 9.74 13,435 32.88 0.1095
2025-05-13 2025-03-31 13F ENCOMPASS HEALTH COM 29261A100 99,828 11,132 12.55 10,111 23.43 0.1041
2025-02-14 2024-12-31 13F ENCOMPASS HEALTH COM 29261A100 88,696 16,410 22.70 8,191 17.27 0.0858
2024-11-05 2024-09-30 13F ENCOMPASS HEALTH COM 29261A100 72,286 10,022 16.10 6,986 30.78 0.1042
2024-07-31 2024-06-30 13F ENCOMPASS HEALTH COM 29261A100 62,264 12,375 24.81 5,342 29.67 0.0940
2024-05-15 2024-03-31 13F ENCOMPASS HEALTH COM 29261A100 49,889 5,280 11.84 4,120 38.41 0.0766
2024-02-13 2023-12-31 13F ENCOMPASS HEALTH COM 29261A100 44,609 -545 -1.21 2,976 -1.85 0.0814
2023-11-08 2023-09-30 13F ENCOMPASS HEALTH COM 29261A100 45,154 -9,198 -16.92 3,033 -17.61 0.0826
2023-08-11 2023-06-30 13F ENCOMPASS HEALTH COM 29261A100 54,352 4,233 8.45 3,680 35.74 0.0883
2023-05-09 2023-03-31 13F ENCOMPASS HEALTH COM 29261A100 50,119 5,872 13.27 2,711 2.46 0.0728
2023-02-13 2022-12-31 13F ENCOMPASS HEALTH COM 29261A100 44,247 4,712 11.92 2,646 47.99 0.0812
2022-11-02 2022-09-30 13F ENCOMPASS HEALTH COM 29261A100 39,535 39,535 1,788 0.0430
2022-02-02 2021-12-31 13F ENCOMPASS HEALTH COM 29261A100 0 -9,488 -100.00 0 -100.00
2021-10-27 2021-09-30 13F ENCOMPASS HEALTH COM 29261A100 9,488 -9,492 -50.01 712 -51.92 0.0184
2021-07-27 2021-06-30 13F ENCOMPASS HEALTH COM 29261A100 18,980 2,860 17.74 1,481 12.20 0.0433
2021-05-06 2021-03-31 13F ENCOMPASS HEALTH COM 29261A100 16,120 3,120 24.00 1,320 22.79 0.0473
2021-02-10 2020-12-31 13F ENCOMPASS HEALTH COM 29261A100 13,000 2,080 19.05 1,075 51.41 0.0492
2020-10-19 2020-09-30 13F ENCOMPASS HEALTH COM 29261A100 10,920 -260 -2.33 710 2.60 0.0377
2020-07-22 2020-06-30 13F ENCOMPASS HEALTH COM 29261A100 11,180 130 1.18 692 -2.26 0.0434
2020-05-07 2020-03-31 13F ENCOMPASS HEALTH COM 29261A100 11,050 780 7.59 708 -0.42 0.0612
2020-02-10 2019-12-31 13F ENCOMPASS HEALTH COM 29261A100 10,270 1,690 19.70 711 30.94 0.0504
2019-11-14 2019-09-30 13F/A-1 ENCOMPASS HEALTH COM 29261A100 8,580 -2,192 -20.35 543 -20.38 0.0303
2019-11-12 2019-09-30 13F ENCOMPASS HEALTH COM 29261A100 8,580 -2,192 543 0.0303
2019-08-13 2019-06-30 13F ENCOMPASS HEALTH COM 29261A100 10,772 5,029 87.57 682 103.58 0.0960
2019-05-15 2019-03-31 13F ENCOMPASS HEALTH COM 29261A100 5,743 2,460 74.93 335 65.84 0.0572
2019-02-12 2018-12-31 13F ENCOMPASS HEALTH COM 29261A100 3,283 3,283 202 0.0533
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.