Position in XRN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$235,663
New position
Shares Held
6,281
first reported quarter
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#99
of 169 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026NewEdge Wealth, LLC holds $53,852,572 across 6 REIT - Healthcare Facilities names. XRN ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
206,164 | $46,793,043 | |
| 2 | VTR |
Ventas, Inc.
|
35,056 | $3,112,972 | |
| 3 | NHI |
National Health Investors Inc
|
29,178 | $2,225,114 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
59,766 | $1,278,992 | |
| 5 | XRN |
Chiron Real Estate Inc.
This page
|
6,281 | $235,663 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
4,337 | $206,788 |
All Filings in XRN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,663 | 6,281 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||