Position in STRW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$69,190
+$9,595 QoQ
Shares Held
5,032
+0.5% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 78 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STRW Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $7,716,243 across 16 REIT - Healthcare Facilities names. STRW ranks #9 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
107,457 | $5,123,549 | |
| 2 | WELL |
Welltower Inc.
|
4,887 | $1,109,202 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
9,185 | $478,997 | |
| 4 | VTR |
Ventas, Inc.
|
2,606 | $231,412 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
7,472 | $159,900 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
8,074 | $157,523 | |
| 7 | MPT |
Medical Properties Trust Inc
|
27,720 | $128,066 | |
| 8 | LTC |
Ltc Properties Inc
|
3,079 | $118,387 |
All Filings in STRW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,190 | 5,032 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $59,595 | 5,008 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $65,604 | 5,008 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $61,598 | 5,008 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $52,773 | 5,007 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $59,550 | 5,000 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $52,700 | 5,000 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $63,450 | 5,000 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||