Encompass Health Corporation
MX ˙ BMV ˙ US29261A1007
SecurityMX:EHC / Encompass Health Corporation
InstitutionCreative Planning
Latest Disclosed Ownership59,903 shares
Latest Disclosed Value $ 5,794,437
Creative Planning reports 50.76% increase in ownership of EHC / Encompass Health Corporation

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 59,903 shares of Encompass Health Corporation (MX:EHC) valued at $5,794,437 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 39,733 shares of Encompass Health Corporation. This represents a change in shares of 50.76% 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)
2026-05-12 2026-03-31 13F ENCOMPASS HEALTH COM 29261A100 59,903 20,170 50.76 5,794 37.40 0.0039
2026-02-17 2025-12-31 13F ENCOMPASS HEALTH COM 29261A100 39,733 -939 -2.31 4,217 -18.37 0.0030
2025-11-14 2025-09-30 13F ENCOMPASS HEALTH COM 29261A100 40,672 12,344 43.58 5,166 48.75 0.0039
2025-08-08 2025-06-30 13F ENCOMPASS HEALTH COM 29261A100 28,328 3,681 14.93 3,474 39.14 0.0030
2025-05-15 2025-03-31 13F ENCOMPASS HEALTH COM 29261A100 24,647 1,335 5.73 2,496 15.99 0.0023
2025-02-14 2024-12-31 13F ENCOMPASS HEALTH COM 29261A100 23,312 4,226 22.14 2,153 16.70 0.0021
2024-10-11 2024-09-30 13F ENCOMPASS HEALTH COM 29261A100 19,086 743 4.05 1,844 17.23 0.0018
2024-08-15 2024-06-30 13F ENCOMPASS HEALTH COM 29261A100 18,343 962 5.53 1,574 9.62 0.0017
2024-05-13 2024-03-31 13F ENCOMPASS HEALTH COM 29261A100 17,381 1,206 7.46 1,435 32.99 0.0016
2024-02-14 2023-12-31 13F ENCOMPASS HEALTH COM 29261A100 16,175 9,279 134.56 1,079 133.05 0.0020
2023-11-16 2023-09-30 13F ENCOMPASS HEALTH COM 29261A100 6,896 -634 -8.42 463 -9.04 0.0006
2023-07-21 2023-06-30 13F ENCOMPASS HEALTH COM 29261A100 7,530 -959 -11.30 510 10.89 0.0007
2023-05-15 2023-03-31 13F ENCOMPASS HEALTH COM 29261A100 8,489 630 8.02 459 -2.34 0.0007
2023-02-10 2022-12-31 13F ENCOMPASS HEALTH COM 29261A100 7,859 520 7.09 470 41.57 0.0007
2022-11-03 2022-09-30 13F ENCOMPASS HEALTH COM 29261A100 7,339 1,265 20.83 332 -2.35 0.0006
2022-08-15 2022-06-30 13F ENCOMPASS HEALTH COM 29261A100 6,074 204 3.48 340 -18.66 0.0006
2022-05-16 2022-03-31 13F ENCOMPASS HEALTH COM 29261A100 5,870 -44 -0.74 418 8.29 0.0006
2022-02-11 2021-12-31 13F ENCOMPASS HEALTH COM 29261A100 5,914 616 11.63 386 -3.02 0.0006
2021-11-10 2021-09-30 13F ENCOMPASS HEALTH COM 29261A100 5,298 -42 -0.79 398 -4.56 0.0007
2021-08-04 2021-06-30 13F ENCOMPASS HEALTH COM 29261A100 5,340 -568 -9.61 417 -13.84 0.0007
2021-04-30 2021-03-31 13F CreativePlanning COM 29261A100 5,908 13 0.22 484 -0.62 0.0010
2021-01-29 2020-12-31 13F ENCOMPASS HEALTH COM 29261A100 5,895 79 1.36 487 28.84 0.0011
2020-11-05 2020-09-30 13F ENCOMPASS HEALTH COM 29261A100 5,816 -303 -4.95 378 -0.26 0.0010
2020-07-23 2020-06-30 13F ENCOMPASS HEALTH COM 29261A100 6,119 -1,370 -18.29 379 -21.04 0.0011
2020-05-05 2020-03-31 13F ENCOMPASS HEALTH COM 29261A100 7,489 655 9.58 480 1.48 0.0017
2020-01-30 2019-12-31 13F ENCOMPASS HEALTH COM 29261A100 6,834 151 2.26 473 11.82 0.0014
2019-11-01 2019-09-30 13F ENCOMPASS HEALTH COM 29261A100 6,683 15 0.22 423 0.24 0.0014
2019-07-26 2019-06-30 13F ENCOMPASS HEALTH COM 29261A100 6,668 217 3.36 422 11.94 0.0014
2019-04-24 2019-03-31 13F ENCOMPASS HEALTH COM 29261A100 6,451 -10,979 -62.99 377 -64.93 0.0014
2019-02-12 2018-12-31 13F/A-1 ENCOMPASS HEALTH COM 29261A100 17,430 -67 -0.38 1,075 -21.19 0.0044
2019-02-01 2018-12-31 13F ENCOMPASS HEALTH COM 29261A100 17,430 -67 1,075
2018-10-25 2018-09-30 13F ENCOMPASS HEALTH COM 29261A100 17,497 -32 -0.18 1,364 14.91 0.0051
2018-07-20 2018-06-30 13F ENCOMPASS HEALTH COM 29261A100 17,529 -1,668 -8.69 1,187 8.20 0.0047
2018-04-18 2018-03-31 13F ENCOMPASS HEALTH COM 29261A100 19,197 19,197 1,097 0.0045
2018-01-17 2017-12-31 13F HEALTHSOUTH COM NEW 421924309 0 -6,745 -100.00 0 -100.00
2017-10-17 2017-09-30 13F HEALTHSOUTH COM NEW 421924309 6,745 3,960 142.19 313 131.85 0.0015
2017-07-12 2017-06-30 13F HEALTHSOUTH COM NEW 421924309 2,785 954 52.10 135 73.08 0.0007
2017-04-07 2017-03-31 13F HEALTHSOUTH COM NEW 421924309 1,831 706 62.76 78 69.57 0.0004
2017-01-09 2016-12-31 13F HEALTHSOUTH COM NEW 421924309 1,125 33 3.02 46 4.55 0.0003
2016-10-12 2016-09-30 13F HEALTHSOUTH COM NEW 421924309 1,092 -1,766 -61.79 44 -60.36 0.0003
2016-07-12 2016-06-30 13F HEALTHSOUTH COM NEW 421924309 2,858 56 2.00 111 5.71 0.0008
2016-04-08 2016-03-31 13F HEALTHSOUTH COM NEW 421924309 2,802 -224 -7.40 105 0.00 0.0008
2016-01-11 2015-12-31 13F HEALTHSOUTH COM NEW 421924309 3,026 452 17.56 105 6.06 0.0009
2015-10-09 2015-09-30 13F HEALTHSOUTH COM NEW 421924309 2,574 2,574 0.00 99 0.0009
2015-07-09 2015-06-30 13F HEALTHSOUTH COM NEW 421924309 0 -2,204 -100.00 0 -100.00
2015-04-13 2015-03-31 13F HEALTHSOUTH COM NEW 421924309 2,204 2,204 0.00 98 0.0009
2015-01-29 2014-12-31 13F HEALTHSOUTH COM NEW 421924309 0 -2,199 -100.00 0 -100.00
2014-10-10 2014-09-30 13F HEALTHSOUTH COM NEW 421924309 2,199 -2,080 -48.61 81 -47.06 0.0009
2014-08-20 2014-06-30 13F HEALTHSOUTH COM NEW 421924309 4,279 2,038 90.94 153 88.89 0.0020
2014-04-11 2014-03-31 13F HEALTHSOUTH COM NEW 421924309 2,241 3 0.13 81 8.00 0.0012
2014-01-06 2013-12-31 13F HEALTHSOUTH COM NEW 421924309 2,238 -51 -2.23 75 -5.06 0.0013
2013-10-10 2013-09-30 13F HEALTHSOUTH COM NEW 421924309 2,289 0 0.00 79 19.70 0.0016
2013-07-09 2013-06-30 13F HEALTHSOUTH COM NEW 421924309 2,289 2,289 66 0.0015
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.