Position in XRN
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$686,873
-$25,378 QoQ
Shares Held
20,764
-1.6% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
0.00%
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, 2026Janney Montgomery Scott LLC holds $44,150,017 across 10 REIT - Healthcare Facilities names. XRN ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
1,043,922 | $17,151,638 | |
| 2 | WELL |
Welltower Inc.
|
68,899 | $13,622,021 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
86,328 | $3,782,892 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
136,630 | $2,627,394 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
57,206 | $2,096,599 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
41,219 | $1,943,888 | |
| 7 | NHI |
National Health Investors Inc
|
18,110 | $1,464,374 | |
| 8 | CHCT |
Community Healthcare Trust Inc
|
43,929 | $698,031 |
All Filings in XRN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $686,873 | 20,764 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $712,251 | 21,110 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $872,111 | 25,871 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||