Position in XRN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,669,548
+$353,254 QoQ
Shares Held
71,150
+1.6% QoQ
Ownership
0.537%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#32
of 170 holders
Holding Since
Sep 2025
4 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 Jun 30, 2026D.A. DAVIDSON & CO. holds $18,448,281 across 7 REIT - Healthcare Facilities names. XRN ranks #4 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
232,938 | $4,984,873 | |
| 2 | VTR |
Ventas, Inc.
|
35,621 | $3,163,144 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
57,718 | $2,751,994 | |
| 4 | XRN |
Chiron Real Estate Inc.
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|
71,150 | $2,669,548 | |
| 5 | WELL |
Welltower Inc.
|
9,137 | $2,073,824 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
42,403 | $1,710,961 | |
| 7 | MPT |
Medical Properties Trust Inc
|
236,783 | $1,093,937 |
All Filings in XRN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,669,548 | 71,150 | Shares | Sole | 2026-07-24 | |
| 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. | ||||||