Position in STRW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$130,321
+$21,805 QoQ
Shares Held
9,478
+3.9% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 78 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in STRW Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026JPMORGAN CHASE & CO holds $6,863,277,059 across 18 REIT - Healthcare Facilities names. STRW ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
43,693,905 | $3,880,018,756 | |
| 2 | WELL |
Welltower Inc.
|
8,588,951 | $1,949,434,197 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
30,192,317 | $646,115,578 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
1,851,042 | $88,257,677 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
3,231,743 | $63,051,301 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
1,515,488 | $61,149,938 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
779,243 | $40,637,519 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
1,578,423 | $31,836,788 |
All Filings in STRW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,321 | 9,478 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $108,516 | 9,119 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $43,045 | 3,286 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $99,874 | 8,120 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $292,757 | 27,776 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $342,412 | 28,750 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $245,633 | 23,305 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $121,468 | 9,572 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $38,097 | 3,339 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $7,107 | 894 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $46 | 6 | Shares | Defined | 2024-12-26 | |
| No filing history on record for this holder in this stock. | ||||||