Position in XRN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,316,294
-$157,995 QoQ
Shares Held
70,021
-4.5% QoQ
Ownership
0.529%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XRN Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026D.A. DAVIDSON & CO. holds $14,283,674 across 7 REIT - Healthcare Facilities names. XRN ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
177,481 | $2,916,012 | |
| 2 | VTR |
Ventas, Inc.
|
35,352 | $2,891,086 | |
| 3 | XRN |
Chiron Real Estate Inc.
This page
|
70,021 | $2,316,294 | |
| 4 | WELL |
Welltower Inc.
|
9,310 | $1,840,680 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
38,750 | $1,698,025 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
42,222 | $1,547,436 | |
| 7 | MPT |
Medical Properties Trust Inc
|
231,996 | $1,074,141 |
All Filings in XRN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,316,294 | 70,021 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,474,289 | 73,334 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,130,951 | 92,879 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||